View the entire Frequently Asked Questions (FAQs)

Do you factor in my outside investments, such as existing ownership of certain stocks and bonds, when you create my QuietGrowth portfolio?

QuietGrowth asks the client the total value of liquid assets and the total value of illiquid assets owned by the client as part of the 'risk tolerance determination' questionnaire. We use the information collected in the questionnaire to determine the risk tolerance score of that client. We believe the information collected is sufficient for our analysis to recommend a QuietGrowth portfolio to the client. So, QuietGrowth does not seek additional specific details on what these assets comprise, and hence, does not factor in these specific details while recommending a QuietGrowth portfolio for the client.

Refer to our Investment Methodology page for more information.

Also read the answers to the related questions:

• Will QuietGrowth hold my individual stocks or bonds in addition to the QuietGrowth Portfolio it suggests?
• Can I replace any of the ETFs in the QuietGrowth Portfolios with own choices?