Integrated Wealth Advisors

17295 Chesterfield Airport Road, Suite 200

Chesterfield, MO 63005

Determining your Asset Allocation

Stocks, Bonds, Mutual Funds, ETF's, Annuities, Insurance Contracts, CD's and the list goes on! How can anyone know for sure where to invest? 

The answer depends.......and it depends on many factors:

  • Age
  • Stage in Life (working, retired, disabled, etc.)
  • Tolerance for Risk
  • Investment Knowledge
  • Amount of Investable Assets
  • Liquidity of Investable Assets

These things and other considerations that may be unique to your specific situation can alter the makeup of your investment portfolio. This can only be determined by a qualified investment professional. Prior to committing to an investment advisor, consider the following:

  • Minimum Account Size
  • Experience
  • Credentials
  • Track Record
  • Criminal Background
  • References

Like the first list, there may be other considerations unique to you like compatibility and how the advisor relates to you as a person.

Your best bet is to consult with a competent advisor. Most will do this for free at an initial consultation.