Proposal Generation.

integrated

Our Proposal Generation uses a risk based questionnaire to produce an integrated fact sheet of the portfolio allocation.

 

Disclosures

Risk tolerance is an investor's general ability to withstand risk inherent in investing. This risk tolerance questionnaire is designed to determine your risk tolerance and is judged based on three factors: time horizon, long-term goals and expectations, and short-term risk attitudes. The advisor uses their own experience and subjective evaluation of your answers to help determine your risk tolerance. 

 

There is no guarantee that the risk assessment questionnaire will accurately assess your tolerance to risk. In addition, although the advisor may have directly or indirectly used the results of this questionnaire to determine a suggested asset allocation, there is no guarantee that the asset mix appropriately reflects your ability to withstand investment risk.

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PLANO OFFICE

5700 Granite Parkway, Suite 200

Plano, Texas 75024

 

tf: 888.304.6942

ph: 214.317.4293

fx: 214.296.9353

info@fulcrumeq.com

Fulcrum Equity Management, LLC (FulcrumEQ) is an SEC registered investment advisory firm and is currently notice filed in the states of LA, TN and TX. This is not an offer to sell securities in any other state or jurisdiction.

 

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