![](https://static.twentyoverten.com/5e1889c378e0657f7a9962c7/aL4_RlDulVS/number-four.png)
Review
And Adjust The Portfolio Strategically
As the economy and/or financial situations change, portfolios are adjusted to ensure that at all times our household's investments and goals are inline during our proactive review process.
![](https://static.twentyoverten.com/5e1889c378e0657f7a9962c7/9RppUJKF2j/feller_flowhchart.png)
![](https://static.twentyoverten.com/5e1889c378e0657f7a9962c7/PJlKUlor94/001-round.png)
Research
The Current Market and Available Investments
We use technology and expertise to filter more than 40,000 investment offerings at Cetera. A list of custom investments is built on the criteria of highest importance to our client such as performance, fees, risk/reward and consistency. Additionally, passive and active investments from leading market sectors are included.
![](https://static.twentyoverten.com/5e1889c378e0657f7a9962c7/nKmBUmR6dRM/003-number-3.png)
Personalize
The Household's Portfolio To Their Specification and Risk Tolerance
Using market analysis and the approrpriate risk we use our filtered investment list to create a personalized portfolio for each household by using assest allocation to control risk.
![](https://static.twentyoverten.com/5e1889c378e0657f7a9962c7/2EK3uu3F-gE/002-number-2.png)
Analyze
Household Financial Objectives and Goals
During our discovery session and client review process, we have integrated risk software that helps our households understand their true "Risk Number".
![](https://static.twentyoverten.com/5e1889c378e0657f7a9962c7/9RppUJKF2j/feller_flowhchart.png)
![](https://static.twentyoverten.com/5e1889c378e0657f7a9962c7/PJlKUlor94/001-round.png)
Research
The Current Market and Available Investments
We use technology and expertise to filter more than 40,000 investment offerings at Cetera. A list of custom investments is built on the criteria of highest importance to our client such as performance, fees, risk/reward and consistency. Additionally, passive and active investments from leading market sectors are included.
![](https://static.twentyoverten.com/5e1889c378e0657f7a9962c7/2EK3uu3F-gE/002-number-2.png)
Analyze
Household Financial Objectives and Goals
During our discovery session and client review process, we have integrated risk software that helps our households understand their true "Risk Number".
![](https://static.twentyoverten.com/5e1889c378e0657f7a9962c7/nKmBUmR6dRM/003-number-3.png)
Personalize
The Household's Portfolio To Their Specification and Risk Tolerance
Using market analysis and the approrpriate risk we use our filtered investment list to create a personalized portfolio for each household by using assest allocation to control risk.
![](https://static.twentyoverten.com/5e1889c378e0657f7a9962c7/aL4_RlDulVS/number-four.png)
Review
And Adjust The Portfolio Strategically
As the economy and/or financial situations change, portfolios are adjusted to ensure that at all times our household's investments and goals are inline during our proactive review process.