Mutual Fund Site

Thank you for stopping by and requesting that we recommend an asset allocation model specific to you. Whether you are an independent investor or you are working with a financial planner or advisor and just want a second opinion on whether you are properly invested (in terms of asset class) our Asset Allocation Model builder will help.

Please allow up to 2 business days for us to return your response.

Please note that the Asset Allocation Model Builder is no longer available at no cost. You may complete the short questionnaire to get an idea of what you should be looking at when building your portfolio, but we are no longer able to respond to requests at this time. In the new year, we will be implementing a pay-for-service option (it will be cheap at $5 and will offer talking-points to consider with your advisor) for those are still interested in a simple, high quality asset allocation model builder for a small charge. Thank you for your patience and understanding – Mutual Fund Site.org

To learn more and complete the form, click the following link:

Asset Allocation Model Builder