Why is Asset Allocation Important?
Client Focused, Personalized Approach, Fiduciary Driven
Asset allocation is always important within your investments. Often broker-dealers will allocate your investments between different stocks, bonds, or mutual fund options. Brokerage Specialists is a fiduciary financial adviser and we take a much larger view of allocation. Our Color of Money Risk Analysis (COMRA) helps us allocate your assets both between what they are invested in and where they are being held and managed. As we update your COMRA each year we are able to make small adjustments for your changing time horizon, changes in your sensitivity to risk, and other factors that go well beyond maintaining a mix of stocks and bonds. To request your complimentary COMRA report
contact Brokerage Specialists today.