STRATEGIC RESOURCES THAT SUPPORT YOUR GOALS

At Magnolia Financial Group, our investment research, portfolio construction, and performance monitoring processes are led by Alpha Capital Management - a team of highly-skilled, experienced Chartered Financial Analysts® (CFAs). Portfolios are strategically constructed using actively-managed institutional mutual funds and low cost, tax-efficient mutual funds and ETF’s. This strategic management style ensures that each client has a well-diversified portfolio to match their specific risk tolerance.

 

To determine an appropriate portfolio recommendation, Magnolia Financial Group creates a risk profile to get a clear understanding of a client’s appropriate level of risk, including a personalized combination of the following:

 

Risk Capacity – the degree of risk a client can afford to take.

Risk Tolerance – the amount of risk a client is willing to take.

Risk Required – the amount of risk a client needs to take to work towards their goals.

 

For more information about Alpha Capital Management, visit www.alphacapitalmgmt.com

Alpha Capital Management is an outsourced chief investment officer firm and is not affiliated with LPL Financial.