Financial ReportAs a financial planning and investment management firm, Synergetic Financial Management customizes investment solutions for our clients. It doesn’t matter if they have $50,000 or $500,000 to invest. Each client has different financial goals, time lines and levels of risk tolerance. Based on that information, we apply one of these five models to their investments.

Conservative Model:   Designed for cautious investors with low risk tolerance and/or a short time horizon. Primary objectives are preserving capital and providing income.

Moderately Conservative Model:  Appropriate for investors who want modest capital appreciation and income. Risk tolerance and time horizon for this type of investor are typically higher than with the conservative investor.

Moderate Model:  Suitable for investors who want relatively stable portfolio growth.

Moderately Aggressive Model:  Designed for investors with a relatively high tolerance for risk and a longer time horizon. Primary objective is capital appreciation.

Aggressive Model:  Investors in this category have a high tolerance for risk and a long time horizon. Their goal is to achieve significant growth.

To find out which model best suits you and your investment goals, contact us today for a no obligation consultation. We’d be happy to discuss how these models might impact your portfolio’s performance.

To your wealth,

Joe Maas, CFA, AVA, CFP®, ChFC, CLU®, MSFS, CCIM
President of Synergetic Finance

Joe Maas