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Development of a Portfolio
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First the mutual fund, variable annuity or investment vehicle is chosen. Guidance with regard to this selection is provided by the financial advisor. Next, a risk tolerance is selected that best matches the client needs. A client profile form may be completed to assist in directing the client to a risk tolerance. Once the signed client application is received and accepted by PTS, we will review all available investment options using our proprietary, in-house fund screening process. Over time, we monitor the investment options chosen against the other investment options available. The purpose of this monitoring is to identify and purge lagging or under performing funds in effort to improve long-term performance.
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