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Understand Where Your Assets Are Allocated

As an investor, it’s important to understand where your assets are allocated because allocation will determine outcome, and a lack of understanding can lead to financial loss. Someone nearing retirement age can’t afford to lose money yet may not be aware of the high-risk investments in their portfolio. A young investor with years to go before retirement age can take more risks, yet if their portfolio contains primarily low-risk investments they won’t be able to realize big gains when they have the time to recoup losses.

Alloy Investment Management works with beginner and seasoned investors, corporations and organizations and would be happy to meet with you and answer any questions you may have. We’ll analyze your portfolio to determine where your assets are allocated, the risk tolerance and tax-efficiency of your portfolio, and whether it’s aligned with your financial goals. Then we’ll take the time to explain where your assets are allocated and make recommendations of changes to help you reach your goals. 

Most people have no idea what investments are in their employer sponsored retirement accounts and are either afraid to ask questions or don’t know who to contact for help. Our firm is comprised of a team of savvy individuals who have a passion for educating others on investment principles and strategies to empower them to achieve financial success. Contact Alloy Investment Management at 800-689-3935 to schedule a consultation.