What’s the right return for you? We don’t develop your investment strategy in a vacuum - it’s part of a financial plan designed to meet your current needs and help you reach your long-term goals. Expectations need to be realistic. Rather than basing a strategy on achieving a specific return, we believe it is better to focus on achieving an overall return that is appropriate to your personal goals, the time you have to reach them, and the amount of risk you feel comfortable with. How much risk is right for you depends on a number of factors, but it often comes down to personal feelings. That’s why we work to understand individual concerns and objectives and then develop a strategy designed specifically for you. You can still achieve your goals with a portfolio that suits your comfort zone.