We find more often than not investment portfolios do not match up with an individual’s goals, objectives, or risk tolerance. Which means that when market volatility kicks in – individuals start to feel uneasy about their investment accounts, investments they made, or what to do moving forward.

Here at IAMS Wealth, our number one goal is putting together an investment portfolio and plan that works for you and that you feel comfortable with through all phases of the market cycle. You may ask how we do that? Well, we quantify the amount of risk you are willing to take and ensure that it matches up with what you are wanting to accomplish with your investment accounts.