Your investments should reflect your long-term objectives. Is your current portfolio too aggressive, exposing you to excessive risk? Or too conservative, so you’re sacrificing higher returns you could be earning?
T. Rowe Price can help you build and maintain a diversified portfolio that balances your goals and tolerance for risk. Our perspective is especially helpful if you have a variety of investments and/or providers.
Also, a comprehensive portfolio evaluation can help ensure that your investments are closely aligned with your financial goals. Ongoing evaluations are especially valuable if you have to access and review account information from a variety of investments and investment providers. Based on your financial goals and risk tolerance, we will evaluate your overall current asset allocation across all of the accounts you have identified and provide a recommended portfolio that will position you for future opportunities.
|Your personalized Recommendation will include:|
|What you want||An analysis of your goals and risk tolerance|
|Where are you now||An in-depth analysis of your current portfolio|
|Investment strategy||Our recommended portfolio and how it compares with your current one|
|Action plan||Specific suggestions for adjusting your investment strategy to achieve your goals|
Goal: "I want to know whether my current investment strategy is getting me closer to my financial goals, or if I need to make some changes."