Your goals and personal situation influence the amount of risk that's appropriate for you

It starts with your investment mix

Investment mix may impact risk and return in your portfolio

Choosing an appropriate investment mix is one of the most important decisions you can make as an investor. It reflects how your portfolio is split among stocks, bonds, and short-term investments in order to target a certain level of risk and return. A more aggressive portfolio (one with a higher percentage of stocks) would likely represent greater risk, especially in the short term, but with potentially higher long-term returns. On the other hand, a less aggressive portfolio (one with a lower percentage of stocks and a higher percentage of bonds or short-term investments) would likely represent less short-term risk, but with potentially lower long-term returns.


When you work with us, we'll get to know you, your time horizon, financial situation, and tolerance for risk. Then using what you tell us, we'll work to choose an appropriate investment mix for you.