Investment Planning

There are thousands of investment options to consider, and together we select the ones that meet your needs. Whether it's a fixed account earning an interest rate or a niche aggressive fund, a properly allocated portfolio will make your money work for you. We take the following approach when it comes to managing your investments:

• Your personal risk score--determining the amount of risk you should be taking
  
  
• Making sure you understand your risk and what to expect in the long-term
  
  
• Diversifying your investments to minimize your risk and maximize your return
  
  
• Investing funds that align with your goals
  
  
• Actively monitoring your portfolio and making shifts when necessary