Straight To The Point:

A question we get a lot from people thinking about building a financial plan or improving an existing one is how do you build a portfolio that fits an individual’s unique needs and goals?

On this episode of the podcast, we’re going to talk all about model portfolios. Chris spends a lot of time developing and building different types of portfolios and will take you through that process. Find out what factors go into it and how we determine what’s best for you.

Listen to the full episode using the audio player above or click on the timestamps below to skip to a particular topic.

4:46 – How does the final month of the year look for Chris?

7:21 – What is a model portfolio

11:25 – Determining which model fits you

14:25 – How many models are there?

15:15 – Tweaking existing models to meet a client’s needs

16:55 – How often do you change the models for someone?


The host: Chris Patterson – EmailWebsite – Tax Free Retirement Toolkit – Call: 904-285-4489

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