ABC Advisors' Mutual Fund Asset Allocation Program

ABC Advisors now offers an Investment Advisory Service, a fee-only program, which emphasizes risk management through proper asset allocation. Beginning with an Investor Profile Questionnaire, you will work with your client to understand their individual investment goals and tolerance for the risks and volatility inherent in investing. We have identified five portfolio allocation strategies that generally coincide with the ways in which investors characterize themselves, their objectives and their feelings about risk. Each investor profile has its own asset allocation model and associated risk level and return potential. The investor profile acts as a foundation that will help shape your clients investment strategy, asset allocation and the level of portfolio risk consistent to best achieve your financial goals.

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