Login to your existing account and select, “Risk Tolerance” from the sidebar menu. This will take you to the risk questionnaire where you can update your answers and change your portfolio. There is no charge for this and we will update your portfolio as soon as possible.
You should do this whenever a change occurs in your investment time horizon, risk tolerance or goals for the money. Please keep in mind we are a long-term investment solution, not a trading account. We recommend you only change your investment profile if something material changes in your life.
Please do not change your profile to try and time the market. Your account is fully managed by Bauer Wealth Management and this may limit our ability to provide downside protection and long-term growth.