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Portfolio
Reality Check
Defining Your Fees, Performance & Risk Tolerance
  • View your investment risk in dollar terms
  • Understand total investment expenses
  • Test market down-turns & interest rate increases
Take Control of your Future!
  • Gain more control by knowing how many years of income your investments are risking
  • Master expenses by learning how management, fund and other expenses add up
  • Never risk more than you are comfortable with

Invest Confidently

 
  • Complete a simple 10-question survey to define your real risk tolerance
  • Our team will compile a list of all fees & expenses
  • Display different "what if..." scenarios showing varying market returns