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At Investors Capital Advisory Services, we believe a well-diversified portfolio leads to better long-term success, with less risk than one that is concentrated in a particular area. Spreading your investments among different asset classes, investment vehicles, and countries helps cushion the impact of unexpected events and downturns.

How your portfolio is allocated is determined by your investment objectives. If the goal is growth, it may be more heavily weighted toward small-and-mid-cap stocks with very little exposure to bonds. Conversely, if it is designed to generate income it may be more heavily weighted toward fixed income instruments.

By working closely with your advisor to define your investment goals, current personal and financial circumstances, investment time horizon and tolerance for risk, they will be able to help guide you on the most appropriate solution to meet your unique circumstances.


Learn why more advisors are choosing Investors Capital Advisory Services over the competition. Click on the videos to find out why.
   

Ken Aulbach
Sr. Vice President, ICAS
   

Tim Murphy
President & CEO,
Investors Capital

 

 
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