This service involves using a questionnaire to determine your overall tolerance for risk. Once we have determined your basic risk level, we examine whether or not you have unique financial requirements that will impose further tailoring of your investments.
Our goal is to produce an accurate analysis of your investments. If you have accounts that cannot be transferred to FSC Securities, who supervises all our security trades, then we ask you to provide a list of investments so we can understand your total portfolio composition.
Our firm uses research provided by firms such as Morningstar Inc., a securities analytics company to assist us in evaluating that our clients overall portfolio composition is in line with their particular risk tolerance, goals and objectives.