Does Tarheel Advisors have a standard portfolio that they will “park” my money in?
No. We do not believe that is an effective strategy. A pre-conceived portfolio based solely on risk-tolerance cannot possibly account for the many changes that occur in our clients’ lives. Please do not infer from this statement that there is no merit in determining your risk tolerance – there certainly is. But, that is just one small part of the equation to create a properly allocated portfolio. We believe in creating a personalized dynamic portfolio for each client that will incorporate each person’s short-term, long-term, income, and growth needs.
