The asset allocation is designed to help you create a balanced portfolio of investments. Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash. The calculated asset allocation is a great place to start your analysis in building a balanced portfolio. Click on the 'View Report' button for a detailed look at your results.
Perkins Coie Trust Company LLC
Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.
Perkins Coie Trust Company LLC, a trust company chartered in the state of Washington, is a wholly owned affiliate of Perkins Coie LLP. Perkins Coie Trust Company provides trust and estate administration, investment management and financial planning services. Our professionals work in concert with the lawyers of Perkins Coie LLP to help our clients navigate changing tax laws, volatile financial markets and increasingly complex investment options so that our clients can ensure their long-term financial security—and that of their families and other beneficiaries.