When was the last time you rebalanced your portfolio?
Whether you're holding single stocks in a brokerage account or have never rebalanced your 401(k) or IRA since setting it up, there's a very good chance your portfolio is no longer in line with your original asset allocation.
Or perhaps, your asset allocation didn't fit you well to begin with.
Your asset allocation will change over time as the underlying funds experience different growth rates. Why does this matter? Because it may mean you are taking on more risk than you're comfortable with - or more risk than necessary to reach your life goals. For some investors, even the original asset allocation may not be appropriate for their risk tolerance, time horizon, and investment goals.
Compare and align your asset allocation to your risk tolerance
Based on a Nobel Prize winning framework, this 5-minute risk assessment uses a patented Risk Fingerprint technology to capture your risk number. We can then compare your risk number to the risk in the asset allocation of your investment portfolio.
If your investments are producing returns outside of your expectations, take the portfolio risk assessment today. You may be invested more aggressively - or conservatively - than you expected. Having the right asset allocation is an important part of a successful investment strategy.
This analysis is entirely complementary. As an independent fee-only wealth management firm, we do not sell securities or other financial products and have no broker-dealer affiliations. Darrow Wealth Management takes privacy and confidentiality very seriously. We do not sell or rent your contact information or other personal data to third parties.
Founded in 1987, Darrow Wealth Management provides comprehensive wealth management and financial advisory services to clients with a minimum of $500,000 in investable assets. Portfolio risk is an important component of managing your wealth. To learn more about investment management at Darrow and how we may be able to help you manage the risk in your portfolio, take our complementary risk analysis.
Darrow Wealth Management is a fee-only wealth management firm. We do not sell securities or investment products and we do not receive commissions for generating transactions. Please visit our website for more information.