Fix My Portfolio

Find Your Risk Tolerance

Complete the Grable Lytton Risk Tolerance Scale to Determine Your Risk Tolerance. This is a complementary assessment. It will only take two minutes, so click this link and find out how you relate to your finances.

Determine Your Portfolio Strategy

For $49, we can determine your asset allocation using this researched method to design a portfolio strategy tailored to your needs. Complete this form to get started.

I Need Additional Help

For an additional fee, we can help you select the right assets to meet your needs. Once we know your risk tolerance and portfolio strategy, will select the right assets for you based on our researched methods.