Investment Process
USING A GOALS BASED APPROACH TO GET YOU WHERE YOU WANT
Investing with a purpose
It can be hard to get somewhere if you don’t know where you’re going. This is similar to those who don’t know how much they need to have saved and just focus on returns. Returns are tied to risk. If you are taking too much risk, you may not end up where you need to be when it comes time for retirement or for a large purchase.
Custom solutions to meet your investing needs
CS Advisors creates investment solutions to meet your specific risk and returns characteristics for that account. Through the use of strategic diversification, alternative investment strategies, tactical overlays, and option strategies, CS Advisors is able to build a portfolio to meet your needs. Learn More
Your tolerance to risk
A risk profile is designed to measure how you feel about risk at that point in time. Reaction to loss is an emotional response that can cause you to make bad decisions. A risk questionnaire along with your financial profile helps us to give the best recommendation to meet your risk tolerance, as well as risk capacity. Try it out now