Presentation is loading. Please wait.

Presentation is loading. Please wait.

Hillsdale Financial Services Portfolio Profiles. Aggressive Portfolio Risk tolerance score of 19–24 points Investor must be willing to accept additional.

Similar presentations


Presentation on theme: "Hillsdale Financial Services Portfolio Profiles. Aggressive Portfolio Risk tolerance score of 19–24 points Investor must be willing to accept additional."— Presentation transcript:

1 Hillsdale Financial Services Portfolio Profiles

2 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

3 Aggressive Portfolio Allocation

4 Conservative Portfolio Risk tolerance score of 6–12 points Investor’s goal is primarily to preserve capital Minimum investment is $2,000

5 Conservative Portfolio Allocation

6 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

7 Moderate Portfolio Allocation


Download ppt "Hillsdale Financial Services Portfolio Profiles. Aggressive Portfolio Risk tolerance score of 19–24 points Investor must be willing to accept additional."

Similar presentations


Ads by Google