POTENTIAL BENEFITS OF INVESTING SMARTER:
Less volatility, less max loss, and potentially higher returns
60/40 portfolio is comprised of 60% VT, Vanguard Total Stock Market Index ETF, 40% AGG, iShares Core US Aggregate Bond ETF. Strategy is comprised of 38% stock index exposure, 43% Alternative investments, 19% Income strategies. Past performance is no guarantee of future results. Results shown are a model that doesn't represent actual account performance since no management fees were assessed and some data is represented with historical backtesting. All details should be obtained before making investment decisions.
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Quarterly Investment Updates: You can join us live every quarter for a market Q&A.
CLIENT REVIEWS
We have been extremely pleased with all aspects of Connect Financial. Our rating is based on personal customer service, prompt up-to-date correspondence about accounts, advisors who are easily accessed to answer questions, and portfolio options that meet our needs. We highly recommend them! ~ Anne R.
Having dealt with investing and finance for many years I have an understanding of the challenges surrounding it. Tyler’s expertise, approach to investing and his personal skill in the art of presenting, make him a genuine pleasure to work with. His 20 plus years in the game make his presence in positive and volatile markets alike, a powerful force that lifts a heavy burden and along with it, my concern for the future. ~ Lee H.
At Connect Financial they do everything they can to make sure you have all the information to make decisions regarding your personal finances. They will meet with you as many times as needed for you to feel comfortable with what the decisions you make. They are willing to meet with you as often as you want to keep you up to date with your finances. ~ Brad V.