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Does Your Portfolio Fit You?

XY Investment Solutions

Investment Philosophy

Learn more

Watch the video below to see how we use Riskalzye™ to manage our clients investment portfolios based upon their Risk Number™

Your Risk Number™ Determines Your Appropriate Investment Mix

Road sign reading 'Risk 48' with black text on white background and a black border.

Moderately Conservative

  • This risk level would constitute a 60/40 or 50/50 mix of equity investments and fixed income. Every portfolio is a customized mix of active funds and passive ETFs depending on a client’s individual risk number, goals, and stage of life.

A road sign indicating risk for Route 61.

Growth and Income

  • This risk level would constitute approximately a 70/30 mix of equity investments and fixed income. Every portfolio is a customized mix of active funds and passive ETFs depending on a client’s individual risk number, goals, and stage of life.

Get Your Risk Number™ Here!
A road sign indicating a risk zone with the number 72.

Moderate Growth

  • This risk level would constitute approximately an 80/20 mix of equity investments and fixed income. Every portfolio is a customized mix of active funds and passive ETFs depending on a client’s individual risk number, goals, and stage of life.

Risk 77 road sign with black text and border on white background.

Growth

  • This risk level would constitute approximately a 90/10 mix of equity investments and fixed income. Every portfolio is a customized mix of active funds and passive ETFs depending on a client’s individual risk number, goals, and stage of life.

A black and white sign rated RISK 87 with the number 8 on top and 7 on the bottom.

Aggressive Growth

  • This risk level would constitute approximately a 100% mix of equity investments and fixed income. Every portfolio is a customized mix of active funds, passive ETFs, and individual stocks depending on a client’s individual risk number, goals, and stage of life.

Get Your Risk Number™ Here!
A road sign with a white background and a black border. The sign has the word 'RISK' at the top and the number '98' below it, both in black text.

Ultra Aggressive

  • This risk level would constitute a 100% mix of equity investments and fixed income. Every portfolio is a customized mix of active funds, passive ETFs, and individual stocks depending on a client’s individual risk number, goals, and stage of life. There would be a higher % in small-cap and mid-cap stock exposure.

Momentous Wealth Advisors is a member of the

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Brian Muller is an Investment Advisor Representative (IAR) of XY Investment Solutions, dba Momentous Wealth Advisors LLC, a SEC Registered Investment Advisory firm.

We provide investment advisory services, which differ in services and fees from broker-dealers. It's important to understand the difference.

XYPN Sapphire and Momentous Wealth Advisors LLC Disclosures:

Form ADV Part 2A – Firm Brochure
What Is a Registered Investment Advisory Firm?
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