Frequently Asked Questions

Frequently Asked Questions – Account Management

Can My Personal Portfolio Be Managed In A Way That Protects My Near Term Cash Needs?

MFWM will diversify your blended portfolio to align with your risk tolerance, and rebalance when needed to reflect changes in your personal situation.

However, we still recommend that any money that will be needed in the next three to five years be positioned in cash, CDs, or alternative safe and liquid investments, and should not be transferred into your Personal Portfolio.

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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.