Portfolio Advice

At TD & Co., we believe that in order to give good advice to our clients, we must know our clients. One of the first steps we take in developing an investment plan is to identify your profile. It can depend on the goals you are investing toward, as well as your tolerance for risk. Once your advisor "knows" you as an investor, they can help advise you on asset allocation, investment choices and long-term goals. Below are some of the services we offer our clients once we have established their investor profile, objectives and goals.
  • Private money management for the growth portion of your portfolio
  • Detailed, objective analysis of your existing portfolio
  • Goals Review Are they realistic? Achievable given your current portfolio mix?
  • Planning Review plans to uncover deficiencies that could hinder your ability to meet your goals.
Please contact your financial advisor for more information.
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