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Published byOpal Houston Modified over 9 years ago
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Hillsdale Financial Services Portfolio Profiles
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Aggressive Portfolio Risk tolerance score of 19–24 points Investor must be willing to accept additional risk in return for the potential of a higher growth opportunity Minimum investment is $5,000
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Aggressive Portfolio Allocation
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Conservative Portfolio Risk tolerance score of 6–12 points Investor’s goal is primarily to preserve capital Minimum investment is $2,000
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Conservative Portfolio Allocation
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Moderate Portfolio Risk tolerance score of 13–18 points Investor’s profile is consistent with medium risk Investor’s goal is long-term capital appreciation with a balance of risk versus return Minimum investment is $5,000
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Moderate Portfolio Allocation
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