Facebook Twitter Linked In Back to FMCB

Investment Center

Investment Advisor Services: Asset Allocation

First Minnetonka Investment Center (FMIC) helps you prioritize your financial goals. Don’t know what your investment objectives are? That’s okay. We look at many factors such as your dreams, your time horizon, risk tolerance, and current financial situation. What do you want to save money for? An emergency fund, a bigger home, college expenses, retirement, or all of the above! We formulate a customized asset allocation portfolio to meet your short, intermediate, and long-term needs.

In the asset allocation mix, we will consider the three basic asset types: stocks, bonds, and cash. This investment strategy involves the diversification of your assets among multiple asset types as well as diversification within asset types. Our goal is always to help you minimize risk while seeking an appropriate return on investment.

An aggressive asset allocation approach would include a high percentage of stocks; a more conservative allocation will have a lower percentage of stocks and a higher percentage of bonds and cash assets.

No one portfolio will meet the needs of everyone and it may seem overwhelming at first. But meeting with our investment consultant is comfortable and you’ll immediately see how they can make putting together an investment plan easy and understandable. And, you’ll be able to meet periodically to keep the allocation in balance with your life and to the market.

Investing involves risks, including the potential for principal loss. Diversification and asset allocation do not assure a profit or guarantee against loss.

Back to Top

 

Bank Among Friends
First Minnetonka City Bank
First Minnetonka Investment Center is a registered branch of LaSalle St. Securities, LLC.
Securities are offered through LaSalle St. Securities, LLC., Advisory Services offered through LaSalle St. Investment Advisors, LLC.
 LaSalle St. Investment Advisors, LLC is affiliated with LaSalle St. Securities, LLC.- a registered broker/dealer.
Tam Hubert, CFP® and Kristi Remus are registered representatives of LaSalle St. Securities, LLC.
940 N Industrial Dr., Elmhurst, IL 60126-1131. Member FINRA / SIPC. Not a deposit. Not FDIC insured.
Not insured by any Federal Government agency. Not guaranteed by the bank. May lose value.
Disclaimer
No
Yes

The Fair Housing Act prohibits discrimination in housing because of:

Mission

Enforce the Fair Housing Act and other civil rights laws to ensure the right of equal housing opportunity and free and fair housing choice without discrimination based on race, color, religion, sex, national origin, disability or family composition.

Major Goals

1. Reduce discrimination in housing by doubling the Title VIII case load by the end of 2000 through aggressive enforcement of civil rights and fair housing laws;

2. Promote geographic mobility for low-income and minority households;

3. Integrate fair housing plans into HUD's Consolidated Plans;

4. Further fair housing in other relevant programs of the Federal government; and

5. Promote substantial equivalency among state, local and community organizations involved in providing housing.