Before opening a MFWM Personal Portfolio, we'll ask you a series of questions to judge your wealth-building goals, investment interests, and unique situation in life.
Based on your answers to the questionnaire, we’ll present a diverse, risk-adjusted portfolio made up of our model portfolio strategies (Large Cap Aggressive Growth, Hedged Equity, Large Cap Core, International, U.S. Small and Mid Cap, Dividend, and Fixed Income) — personalized for you.
If there are additional nuances to your financial situation, we allow you to adjust our proposed portfolio by making it more or less risky, or to invest your entire account in a specific strategy. Clients investing $300,000 or more will have access to a member of our Wealth Advisor team, who will provide financial review and counseling services in connection with their Personal Portfolio.
Once you decide to open and fund that account, the MFWM team will manage every aspect of it (e.g. buying, selling, rebalancing, etc.) on your behalf.
While we tailor our asset allocation recommendations for each client, our selection of individual securities is not personally tailored to client accounts. Rather, the individual securities purchased and sold for client accounts are based upon and track the holdings in our model portfolios. You can see a more detailed explanation of our various model portfolios that could make up your Foolish Personal Portfolio.
Let's see what we'd recommend for you
It all starts by filling out this form. It’s secure, and completely free. You’ll answer a few questions about your income level, time horizon, risk tolerance, and financial goals. Then we’ll provide a personalized asset allocation recommendation specifically for you.