CREATING YOUR ASSET ALLOCATION PLAN

wealth management process

CREATING YOUR ASSET ALLOCATION PLAN

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When Harry and David first meet with a client, they are interested in learning about the level of investment knowledge and experience that client possesses. This is because they want to get an idea of how that client perceives investing and what their expectations are going forward. Harry and David also make certain that they understand what a client is saving for in advance of making an investment recommendation.

CLICK HERE to learn more about what Harry Perler and David Olejnik consider when determining a client’s portfolio’s asset allocation plan.  Please be sure to contact Harry or David for further information.