We get you where you want to go.
No matter what your long-term financial goals may be, there is a Counsel portfolio that will help you get to where you need to be.
Your Advisor can help you understand your goals and your investment preferences. Armed with this knowledge, your Advisor will help you choose a strategy and investment solution to target your goals.
Target Allocations with Regular Rebalancing
These portfolios are optimally allocated across multiple asset classes, geographic markets and investment styles to achieve their long-term risk-return objectives. We monitor every portfolio and regularly rebalance them back to their target allocations - ensuring they stay optimized.
Reduce Downside Risk
These portfolios are purposefully designed to reduce the cumulative impact of sustained market declines on your investment values. While emphasizing capital protection, the portfolios may also offer opportunities for longer-term growth or aim for steady retirement income.
"The individual investor should act consistently as an investor and not as a speculator."