Our clients receive personal guidance on matching Radius services to their specific investment needs. Below are two Excel spreadsheets we have found helpful in allocation planning. Included is also a link to the sign-in page for each client’s personal financial website.
Risk Tolerance Tool – An investor’s risk tolerance and his/her investment time horizon are the key inputs in determining how that investor’s portfolio should best be invested and what percentage of the portfolio should be allocated to stocks.
Time Horizon Tool – While one’s time horizon is often easy to determine, the calculation becomes more complex if you take withdrawals over a period of time. This tool take various factors into account including risk tolerance.
Personal Financial Website – Each Radius client has access to their own personal financial website. This tool enables you – in one web-based “dashboard” – to get an overview of your finances and net worth by linking to your various investment, mortgage, bank, 401(k), and insurance accounts.
Note: No client or prospective client should assume that any information presented and/or made available on this Website – including the above links – serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.