- Investment Services
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Investor Risk Questionnaire
PDF, 115 KB
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Investor Risk Questionnaire
Investment Services
Chappell Financial Group offers comprehensive advice to tailor investment strategies suited to your objectives and risk tolerance. We believe that a systematic investment discipline is most effective for significant asset growth and preservation. Whether you need growth or income, depend on us to deliver a program that optimizes performance while managing risk.We offer a multitude of investment platforms to meet the needs of our clients. Our state-of the-art market research capabilities from Linsco/Private Ledger, combined with time-tested strategies give us the ability to modernize your portfolio and create an investment strategy customized to meet your objectives.
We utilize the following tools:
- Managed Money
- Wrap fee mutual fund accounts
- Separately managed accounts
- Mutual Funds
- Retirement Plans - IRA's
- Alternative Investments
- Annuities