Asset Allocation & Risk
Our Services
Asset Allocation & Risk: Building a Balanced Portfolio
A well-structured asset allocation strategy is essential for managing risk and optimizing returns throughout your financial journey. At TriStar Wealth Advisors, LLC, we help you determine the right balance between equities, fixed-income investments, and cash to align with your financial goals, time horizon, and risk tolerance.
Understanding Risk and Asset Allocation
Every investment carries some level of risk, and finding the appropriate mix of assets is key to long-term financial stability. A properly diversified portfolio helps mitigate market volatility while maintaining growth potential. Our approach considers factors such as inflation, interest rate changes, liquidity needs, and market fluctuations to develop a strategy suited to your unique financial situation.
The Color of Money Risk Assessment (COMRA)
Understanding your risk tolerance is a critical step in asset allocation. Our Color of Money Risk Assessment (COMRA) is a simple 11-question tool designed to evaluate your investment personality and risk preferences. By completing this assessment, you’ll gain insight into whether your current asset allocation aligns with your long-term objectives and risk comfort level.
Key Benefits of a Strategic Asset Allocation Plan
Growth Potential – Invest in assets that align with your risk tolerance and long-term financial objectives.
Risk Management – Diversify across different asset classes to reduce exposure to market fluctuations.
Income Stability – Balance investments to ensure a reliable income stream in retirement.
Portfolio Rebalancing – Periodically adjust allocations to maintain optimal performance and risk levels.
Get Started on a Smarter Investment Strategy
Take control of your financial future by ensuring your portfolio reflects your risk tolerance and retirement goals. Complete our Color of Money Risk Assessment (COMRA) today and let TriStar Wealth Advisors, LLC guide you in building a well-balanced investment strategy tailored to your needs.
TriStar Wealth Advisors, LLC, Curtis Stoner and Gradient Advisors, LLC do not provide tax and/or legal advice but will work with your attorney or independent tax or legal advisor. In the event that you do not have your own attorney or tax professional we will partner with local CPA firms to provide tax services.
Color of Money Risk Analysis
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences.
