Investment and Asset Allocation
Investments:
As an Integrity Advisors client, you will be guided toward the most strategically sound tools for building, protecting and transferring your wealth. This includes understanding and knowing your client profile and the suitability of appropriate investments including the proper asset allocation to achieve your goals. Ongoing monitoring and updating are essential as your investment needs change. Our responsibility is to provide you with information that you’ll use to evaluate your investment portfolio accordingly.
Suitability:
Suitability is the appropriateness of an investment recommendation for an individual investor. Suitability considers your risk tolerance, other security holdings, financial situation (income and net worth), financial needs, and investment objectives.
Asset allocation:
Asset allocation is the process of dividing your investment portfolio among asset categories such as stocks, bonds, real estate and cash. How you decide to combine the assets in your portfolio is a very personal choice that depends chiefly on your goals, experience and risk profile.
Registered representative and financial advisor of Park Avenue Securities, LLC (PAS). Securities products/services and advisory services offered through PAS, 1-914-288-8800, a registered broker-dealer and investment advisor. Field representative, the Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect wholly owned subsidiary of Guardian. Integrity Advisors Pension Consultants, Inc. is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA, SIPC. PAS and the representative do not provide legal or tax advice or services.
Registered Representatives are securities licensed in (list the state(s)) and the material is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states.
The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.