ARROW Financial Group
The Kent's Team
Kent E Bowman, CFP®, CIMA®
President & CIO
2075 West Big Beaver Road
Suite 420
Troy, MI 48084
248-918-4900
fax: 248-220-4970
KEBowman@ARROWfg.com
www.ARROWfg.com
 
 




Investor Profile and Asset Allocation Calculator
Investor Profile and Asset Allocation Calculator

Use this tool to establish an investor profile and compare an investor's current asset allocation against a model portfolio suitable for that profile.


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Securities, insurance and advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC Financial planning and additional advisory services offered through ARROW Investment Management, LLC. Insurance offered through ARROW Risk Management, LLC.  The ARROW Financial Group and related ARROW companies are not affiliated with Royal Alliance or registered as a broker-dealer.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of MI. No offers may be made or accepted from any resident outside the specific states referenced.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2018.