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Simplified Investmen Plans

Find your risk speed limit.

Three Easy Steps to Start Investing:


  1. First, complete the Free Risk Analysis Link on the right side of the page. By completing the confidential risk analysis we can get an idea of your investment goals, time horizon,and risk profile.
  2. After completing the Risk Analysis we will send you a data sheet to fill out.
  3. Once both of these questionnaires have been completed, we can determine where you are financially and where you want to be.  The next step would be to recommend and implement the appropriate portfolio model to help you achieve your goal.


The five portfolio models are listed below:


 Max Growth: 

  • Objectives:   The primary objective of this strategy is long term wealth accumulation through the use of equities. This objective is appropriate for investors with a long term time horizon (10 years plus), with a higher tolerance to short term market fluctuations.

Growth:

  • Objectives:  The primary objective of this strategy is long term wealth accumulation through the use of equities blended with a moderate amount of fixed income securities. This objective is appropriate for investors with mid to long term time horizon (10 years plus), with a tolerance to short term market fluctuations.

Moderate Growth:

  • Objectives:  The primary objective of this strategy is long term wealth accumulation through the use of equities blended with a moderate amount of fixed income securities. This objective is appropriate for investors with mid to long term time horizon (5-10 years), with a moderate tolerance to short term market fluctuations.

Growth & Income:

  • Objectives:   The primary objective of this strategy is wealth preservation with a moderate amount of growth through the use of equities (with a bias towards higher dividend paying equities) along with the use of fixed income securities (including Corporate, Government Agency, Treasuries and short term notes). This objective is appropriate for investors with medium term time horizon, with a moderate tolerance to short term market fluctuations.

Income:

  • Objectives:   The primary objective of this strategy is generation of cash flow and preservation of wealth. In this strategy we will primarily use fixed income securities (including Corporate, Government Agency, Municipals, Treasuries and short term notes). This objective is appropriate for investors with short to medium term time horizon, with less tolerance to short term market fluctuations.



Starting The Simplified Investment Process

To see if this investment process may be appropriate for your investment needs, begin by clicking on the Free Risk Analysis Link below.  By completing this Free and Confidential questionnaire, we can design an investment plan that aligns with your specific goals and risk profile.

Free Risk Analysis