"Easy to use, yet much more rigorous than anything I've seen"
---Managing Member Terre Haute Investment Advisory
K4 Scores Each Portfolio for Each Investor
Simple profiling processes assign point ranges to available portfolios based on their levels of risk. Investors are asked a series of questions to score their risk and return objectives, and are then matched with the corresponding portfolio. Realizing investors' objectives are more complicated than this, K4 Portfolio Selection scores all portfolios on each of the investor's weighted priorities to determine which has the highest probability in meeting them to their fullest extent.