Does My Portfolio Fit Me?

It all starts with your Risk Number, a quantitative way to pinpoint how much risk you want, how much risk you need to take to reach your goals, and how much risk you actually have in your portfolio. We intergrate your Risk Number with appropriate investment strategies to help you achieve your future needs and goals.

Find out if your portfolio is appropriately aligned with your needs and goals. Click the button below to answer a few questions (takes about 5 minutes), to help lay the foundation for your discussion with a Wealth Advisor at Biondo Investment Advisors.