You complete an on-line questionnaire . Answers to your questionnaire will be evaluated and a recommended mix of various types of mutual funds will be suggested. This data will also be helpful in structuring your entire investment portfolio. This is a free service, however, to make the most of the information you will receive, we suggest you follow up the questionaire with our Asset Allocation Consultation Service . The first step in developing an asset allocation strategy is determining your risk profile and investment objectives.
Every investor is an individual with different needs and different objectives.
Too often these issues are discussed among friends and co-workers rather than with objective, professional, third parties. ComFin is committed to helping individuals achieve their financial objectives. At ComFin we will help you determine whether you need investments that produce income, growth, or a combination of both. Your investment objectives will also help define your investment time horizon and risk profile. It is important to understand your attitude towards investing.