At JC Fulton Alliance, we always give you our full attention. From the moment you make the decision to work with us, we assign one of our experienced professional advisers to become thoroughly familiar with your investment goals and requirements. We ask specific questions that are designed to give us as much information as possible regarding your investment goals. We pay close attention to your current and future assets and liabilities, your existing portfolio and your personal vision of your financial future. Your adviser will work closely with you to build a unique investment portfolio that perfectly matches your circumstances.
Investors always want to earn maximum returns with minimum risk, of course. However, each investor has a different risk tolerance, so a compromise must be found to balance these opposing goals.
Before building your personal portfolio, your investment adviser will invest a significant amount of time and effort assessing your risk tolerance. This is an important first step in making sure that your long-term investment strategy meets your investment goals without causing you undue stress.