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 727-233-1951, Florida   
 410-878-2999, Maryland

Based on your answers, you have a low risk tolerance. The ideal portfolio based on your risk tolerance is our Conservative Portfolio.

To give you an idea of this portfolio’s performance since 1970, here are some key statistics:

Conservative Portfolio Since 1970
Average return 7.92%
Worst Year -12.07%
Best Year 21.40%
Number of down years 5

This data was backtested to 1970. Past returns are not indicative of future returns. This information is provided to give you an idea of how this portfolio should perform relative to past performance.

If these performance numbers don’t seem to match your risk tolerance or goals, we would be happy to chat with you to develop the proper portfolio for you.