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

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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 questionnaire in order to determine the risk tolerance score of that client. However, as of now, QuietGrowth does not seek specific details on what these assets comprise of, and hence does not factor these specific details while creating the QuietGrowth portfolio for that client.

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