1. WE GET TO KNOW YOU

Through our Risk Assessment Questionnaire we learn about your financial goals, what’s most important to you and how you would prefer to handle different investment scenarios.

2. WE SUGGEST AN OPTIMUM STRATEGY FOR YOU

We’ll build your optimum portfolio strategy based on what you tell us about yourself. You’ll then have the option to run with it, modify, and/or create another one. Have one to save for retirement? Your kid’s college? We’ll manage all of them.

3. WE GO TO WORK

FolioBeyond will automatically and constantly do all the re-balancing of your portfolio to maintain optimal allocations.

Questions?