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financial fitness with investing

Having the right resources at your disposal is a crucial part of making the smartest financial decisions. Learn how to create a better future for you and your family with a customized investment strategy from a trusted professional at WealthScope Financial.

Building your portfolio


While there is no "catch-all" investment strategy, there is a plan out there that is ideally suited to your personal situation. We can help you achieve the objectives that are most important to you. Here are a few things to consider as we build your portfolio together.

What is an investment portfolio?


Simply put, an investment portfolio is a collection of varied types of investments or asset classes, which may include stocks, bonds, cash, mutual funds and other securities.

At WealthScope Financial, our primary focus will always be to help you achieve your long-term financial goals by selecting the appropriate investments for your portfolio.

We will do this by helping you choose a portfolio objective. Our first step together will be to discuss:

  • Your overall financial goals

  • How comfortable you are with risk

  • When you will need to access the money you have invested


We will work together to review all of the options available to you and help select an appropriate portfolio objective that makes the most financial sense.

How much will you need to start an investment portfolio?


You can begin building your portfolio with minimal investment and can add to that amount as you earn and save more money during your career.

Know your risk tolerance


Because risk and return on investment go hand in hand, designing a portfolio that strikes the right balance for you is an important step. Knowing your risk tolerance is simply how you personally feel about taking on investment risk.


We will help you achieve the right balance between the risk you are willing to accept and the returns you anticipate receiving. Then, and only then you will be in the best position to adhere to your investment strategy regardless of what the market is doing.

Understanding your time horizon


A very important factor to consider is when you will needing your money. Plainly speaking, the more time you have to invest, the easier it will be to handle short-term market swings. If this fits your needs, your portfolio may consist of larger allocations of stocks, mutual funds or exchange-traded funds. However, as you get closer to needing the money for your impending goals, we may recommend shifting to more conservative investments such as bonds, CDs or bond funds.

If your main goal is retirement, we will need to carefully and thoughtfully create a strategy that fits your timeframe. If one of your goals is paying for college, your timeframe will be based upon when your children will be attending college. Since each of your goals may have a different timeframe, each one may have its own portfolio objective.

Consider your life stage


It is incredibly important to realize how each stage of your life affects your financial situation. If you are younger and retirement is many years in your future, your investments may look drastically different than if you are planning to retire within a few years.


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