Portfolio Analysis

Taking the current capital available to the client, as well as his current rate of savings, we measure the various risk factors to a portfolio and one’s retirement. Once the risk analysis and questionnaire is completed, we are able to determine the proper level of risk and perform a stress test that models both favorable and unfavorable economic environments on ones capital.)

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Securities offered through Cambridge Investment Research, Inc., Member FINRA, SIPC and Investment Advisory Services offered through Cambridge Investment Research Advisors Inc, a Registered Investment Advisor. Cambridge and Provest Wealth Advisors, Inc are not affiliated. We are licensed in the following states:NC, SC, GA, FL, VA, TX, TN, ME.

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