Crafted Portfolios

Everyone could use a little help now and then, with WealthVisor™, that help becomes the backbone of your financial future. After your account is setup, we will match you with a few recommended strategies to help build out your investment plan. We ensure each client portfolio has been expertly crafted and maintained by our investment professionals, but don’t worry because you can always edit them with different securities to better execute your investment objectives.

With each portfolio, we take into account your specific risk level, investment range, and other key factors to design a smart strategy for you. Keep scrolling and hover over our charts to see how we divide assets to help multiply your goals faster using some of our various pre-designed portfolio solutions.

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Traditionalist

The Traditionalist Portfolio allocates the most amount of capital into mutual funds, has an even distribution between stocks and bonds, and is designed with a 10% cash buffer for stability. The goal of The Traditionalist Portfolio is long-term growth with low volatility investments and controlled risk in order to plan for retirement.

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