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Hillsdale Financial Services

Hillsdale Financial Services. Portfolio Profiles. Aggressive Portfolio. Risk tolerance score of 19–24 points Investor must be willing to accept additional risk in return for the potential of a higher growth opportunity Minimum investment is $5,000. Aggressive Portfolio Allocation.

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Hillsdale Financial Services

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  1. Hillsdale Financial Services Portfolio Profiles

  2. Aggressive Portfolio • Risk tolerance score of 19–24 points • Investor must be willing to accept additional risk in return for the potential of a higher growth opportunity • Minimum investment is $5,000

  3. Aggressive Portfolio Allocation

  4. Conservative Portfolio • Risk tolerance score of 6–12 points • Investor’s goal is primarily to preserve capital • Minimum investment is $2,000

  5. Conservative Portfolio Allocation

  6. Moderate Portfolio • Risk tolerance score of 13–18 points • Investor’s profile is consistent with medium risk • Investor’s goal is long-term capital appreciation with a balance of risk versus return • Minimum investment is $5,000

  7. Moderate Portfolio Allocation

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