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Tollerene Investment Management Asset Allocation Questionnaire

Studies show that asset allocation is a key contributor to how your overall portfolio performs.* A strategic mix of stock, bond, and international investments may offer a balance between risk and potential returns to help you meet your long-term goals. Scroll down to get started and find out what your score is!

*Study by Gary P. Brinson, Randolph L. Hood and Gilbert L. Beebower, “Determinants of Portfolio Performance II,” Financial Analysts Journal, January/February 1995.The study analyzed data from 91 large corporate pension plans with assets of at least $100 million over a 10-year period beginning in 1974.

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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. We are licensed to sell insurance products in the following states: Texas (TX).

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LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 20,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.