Jimmy Mounts

 

 

 

PKR Investments

* The financial consulting advice provided is for illustrative purposes only and does not guarantee the future performance of investments or the success of any strategies recommended.

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Asset Allocation Analysis: We analyze your current investments and determine if you are in the optimal asset class with the best investments for your unique financial situation. 

The goal is to determine if you are being adequately compensated with potential returns for the risk you are undertaking. 

How It Works:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Step One:

 

 

 

 

 

 

 

 


Step Two:

 

 

 

 

 

 

 



Step Three:

Asset Allocation Example A
Asset Allocation Example B