To make market fluctuations work to your financial advantage, you either need to really know what you’re doing or team up with someone who does.
At CTS, you’ll work directly with key principals of the company whose initial focus will be to determine your current fiscal situation and investment objectives.
To ensure our clients are invested in programs consistent with their risk tolerance level, we ask them to complete our Investor Profile Analysis. This questionnaire will help us (and you) determine what your maximum exposure to the stock and bond markets should be. Based upon our conversations, we’ll be able to recommend an appropriate asset allocation strategy specifically tailored to your needs.
