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Portfolios
Money Strategies builds custom portfolios for each investment advisory client. The foundation for the portfolio begins by a new
client clearly defining for MSI what the objective is for their money. If there is no clearly defined objective for the money then MSI will
not move forward with the client relationship.
By having a concrete direction for your money, it is possible to construct portfolios that meet your timeframe and risk profile allowing for
clear evaluation of progress and precise communication points. This is essential to the overall investment process as it provides a roadmap
for everyone involved and keeps deviations from objectives to a minimum.
Foundational portfolios are typically risked-based starting with moderate, growth or aggressive growth postures. The type of risk profile
will also help dictate the type of investment vehicles that are utilized within the portfolio.
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