We have a risk assessment questionnaire to help define what your investment goals and thresholds are. If preferred, we are also able to manage portfolios with a Socially Conscious or Socially Responsible requirement e.g. no firearms, no tobacco, no alcohol, etc. With our open architecture approach we can access and utilize many different strategies including ETFs (exchange traded funds), Mutual Funds, UITs (unit investment trusts), REITs (real estate investment trusts), hedge funds, and many more. We’re here to be a resource and aggregator of ideas that will benefit you and your portfolio. Once we construct the portfolio we will manage the portfolio on an ongoing basis for an annual fee of 0.90%. You will have the confidence and peace of mind knowing your portfolio adheres to your specific needs while also being monitored and adjusted based on the current economic conditions.