Solutions come over time after evaluation and monitoring. Asset Allocation is probably the most important decision that you can make in attaining your portfolio goals.
Asset Allocation
Some typical Client Investment allocations are:
 Income |
25 equity/ 75 fixed income |
| Enhanced |
35 equity/ 65 fixed income |
| Balanced |
45 equity/ 55 fixed income |
| Growth & Income |
60 equity/ 40 fixed income |
| Growth |
80 equity/ 20 fixed income |
| Aggressive |
95 equity/ 5 fixed income |
| SRI Growth & Income |
60 equity/40 fixed income* |
*The Socially Responsible Investment strategy can be implemented in any Model to suit various levels of risk tolerance and income needs.
Monitoring
Monitoring the success of your portfolio is an ongoing process. However, offering to meet with our clients on a quarterly basis assures us that we remain on track with their goals under current market conditions.
Performance
Performance on our client accounts are posted on a monthly basis and reported to our clients quarterly. Performance reporting measures the success of the client portfolio against the appropriate market measurement index.
Disclosures
Fidelity Investments® is an independent company, unaffiliated with Collins Capital Management. Fidelity Investments® is a service provider to Collins Capital Management.
There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments®, nor is such a relationship created or implied by the information herein. Fidelity Investments® has not been involved with the preparation of the content supplied by Collins Capital Management and does not guarantee or assume any responsibility for its content.
Fidelity Investments® and Fidelity Institutional Wealth Services® are registered service marks of FMR LLC.
Clearing, custody, or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC. 596160.1.0
Securities offered through Triad Advisors Member FINRA/SIPC. Advisory Services offered through Collins Capital Management. Collins Capital Management is not affiliated with Triad Advisors.
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