Asset Allocation Planner is an intuitive web tool designed specifically for financial advisors. Input a client’s investment portfolio value and navigate between various financial objectives. Dynamic graphs display the ideal allocation across private market investment categories, tailored to the specified risk appetite and time horizon you provide. Make informed decisions and visualize the best paths for your client’s financial future.
DISCLOSURE: This tool is solely for informational use. Do not interpret any information provided as financial guidance or an endorsement to purchase securities listed on Citizen Mint. By using this tool, Citizen Mint does not assume any fiduciary responsibilities. The data given is broad in scope and doesn’t consider individual or entity-specific circumstances. It is your responsibility to assess the benefits and potential risks of this information before making decisions based on it.
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