Introducing our Asset Allocation Model Builder

Have you ever wondered what your asset allocation model would be if you could work it out on your own? That is without your planner or advisor looking over your shoulder or asking the questions while you sit across from him or her?

Well, now you can. This Asset Allocation Model Builder allows you to work on your Investor Profile independently of your planner or advisor. In fact, if you do not work with a planner, the Asset Allocation Model Builder will let you know what kind of asset mix you should incorporate into your own investment portfolio.

And the best part is that it will not cost you a dime.

What The Asset Allocation Model Builder Does

The following six (6) questions ask you about your beliefs about investing. They are not intended to be tricky or deceptive so that we might “sell” you an aggressive, speculative fund that pays a pretty trailer fee (remember, we do not sell anything at the Mutual Fund Site).

When you complete this form and submit it, the team at the Mutual Fund Site will evaluate your responses and provide you with an independent, minimum 2-page standardized report as to what your Asset Allocation Model should look like.

What Will You Do With My Name, E-Mail and Information?

We use your name and e-mail simply to personalize and respond to your Asset Allocation Model Builder submission. We will never write to you again, meaning you will never receive S-P-A-M e-mails from us. Period. (BTW, in order to be compliant with anti-SPAM regulations, webmasters must use third-party e-mail response systems like AWeber and a host of others).

Your information (the responses to the following 6 questions) is used simply to analyze your tolerance for risk, time horizon and investment objectives. From these questions plus some of the secondary questions that relate to how much risk you should prudently take (based on income and net worth, for example), we can gauge just how much weightings you should place in each asset class.

Aside from using this information to provide a professional recommendation, we have no other use for it. In other words, we are not using it to conduct any kind of demographic or market research (we can use Quantcast for free and save ourselves a ton of work).

How Long Does It Take To Get My Recommendation?

Due to volumes, we currently need 2 business days to e-mail responses to those who submit the survey.

Even though we are not here to sell you anything and we still urge you to speak with a professional planner who is licensed in your State before embarking on an investment program (you should use our Asset Allocation Model Recommendation as a great starting point), we believe in providing you with quality recommendations or nothing at all.

We have chosen quality.

So please help yourself to our Asset Allocation Model Builder and expect a response from us within 2 business days.