Jim Dillon, CFP®, ChFC®



9700 Business Park Drive, Suite 204
Sacramento, CA 95827


(888) 554-2074

Portfolio Management

One of the tools we use to get a fix on risk tolerance is an interactive, web based tool called "Riskalyze".  Riskalyze leads the user through a dialog which is focused on determining how much the user is willing to gain or lose over a 6 month period.  If you'd like to access this tool click on the button below.

Risk tolerance tool




Once we have a fix on the risk tolerance for a client, it's on to selecting some investment tools for consideration.  We tend to gravitate towards a using an asset-based fee structure which tends to align our goals.  As we aim to grow and protect your investments, we grow and protect our income stream.

Through IFG, we have a plethora of well vetted 3rd party asset managers, alternative assets, mutual funds, along with the market securities you'd expect from a full securities brokerage service. 

Another area where we have expertise and product availabiliy is with Structured Products.  There are basically two general classes of stuctured products: Market-Linked CDs and Structure Notes.  This can play an important role in maintaining market exposure while potentially delivering a degree of downside protection.

For more info, contact us for an appointment and let's get to work on your plans today.

IMPORTANT: The projections or other information generated by Riskalyze regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck