CONNECT

Address:

819 West 7th Avenue 
Spokane, WA 99204

Phone:

509-327-1171

Fax/Other:

509-327-1181

 

 

 

Many customers that come to our office for the first time tell us that they are moderate or conservative investors.  When we actually see their current portfolios we find investment accounts that are 80- 100% invested in stocks. When we ask them what they would expect for an annual loss in their portfolio when the markets are down we hear answers of- 10% to -15%.  When we show them historical returns on their current portfolio of -30% to-50% they are usually shocked and don't know what to say.

While portfolios can be set up with any desired risk profile, we typically find customers have no idea what their historical upside and downside potentials are in their accounts.  This is where we can help!

If you would like to see what your own accounts look like, fill out the form below, or call us at (509) 327-1171 and we will send you a complimentary Morningstar® Snapshot Report and answer any questions you have about the details in the report.