Financial Advisor, Mike Chomiak, spoke with CityWire and walked through the Moderate Portfolio. At Access Wealth, it’s the starting point to begin a conversation around investing. From there, we can judge whether clients want to be more conservative or more aggressive. Approximately 70% of clients stay with a Moderate Portfolio.
In this article, Mike shared what he likes about the Moderate Portfolio and how Access approaches allocation on the equity side. He also talked about a fund that was recently added as well as a Merger fund in the portfolio.
You can read the entire article here – Everything in Moderation: Inside a New Jersey RIA’s Portfolio