Every one of us has a unique set of interests and financial goals. Finding the right balance of investments to help ourselves get the things we want varies from person to person. It is very common that we collect a variety of investments over time that
RMR manages a platform, Pillar Portfolios, through a disciplined approach that brings the focus of investment management back to a simple and structured process which can help you to stay focused on attaining your goals and can organize the messy closet of investments you have collected. Discuss with your RMR advisor how much risk is required in your investments to attain the long-term rate of return needed to meet your goals, select your risk tolerance, and be on your way!
HOW MUCH RISK IS NEEDED TO GET YOU TO YOUR FINISH LINE?
The discipline of the RMR portfolio design is
- Capital Preservation (Target: 5-10% Equity)
- Conservative (Target: 15-25% Equity)
- Conservative Growth (Target: 30-40% Equity)
- Moderate (Target: 40-60% Equity)
- Moderate Growth (Target: 60-70% Equity)
- Growth (Target: 75-85% Equity)
- Aggressive (Target: 95-100% Equity)
In addition, RMR provides online tools that come with your account that includes investment goal tracking, online reporting, account aggregation, and budgeting. There are all the requisite tools for educating yourself and staying informed about your financial position. An informed investor is a smart
THE ROAD TO FINANCIAL INDEPENDENCE
RMR Wealth Builders has over 30 years experience securing the financial futures of many. Through our principles of integrity, honesty, diligence, service, responsibility, accountability, values and ethics, we are the firm you can trust. Get started today.