Broker Check

Building an Investment Portfolio

When building an investment portfolio, our foremost goal is to generate solid risk-adjusted returns.

The first step is to prepare an individualized investment profile to determine your investment goals and risk tolerance. This profile, along with the results of your personal retirement cash flow analysis, allows us to design and recommend an appropriate asset mix based on your unique risk assessment. We find the investment vehicles that fit the results of the analysis and assessment, and blend them into a properly diversified portfolio.

Fundamentally, by properly addressing the risk aspects of a portfolio and the underlying holdings, the returns will usually take care of themselves.

For more information, or to schedule a no-cost, no-obligation consultation, please contact Preferred Planning Concepts at (847) 375-0505 or click here.