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What is your appropriate asset allocation?

The appropriate asset allocation to use in your investment program is a major component in building wealth.  Roger Ibbotson and Paul Kaplan found that 90 percent of the variability in a portfolio's return is due to asset allocation. We have designed a Risk Assessment Test to assist our clients and  prospects in the determination of their own asset allocation. Click the hyperlink above or in this paragraph to open the test. Answer the questions completely and e-mail the results to We will compile the results and send you our suggested asset allocation for you.

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