Asset Allocation Site to Offer $25 Portfolio Recommendations

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Asset allocation, more than any other factor, dictates long-term investment performance., a website that specializes in guiding investors through the asset allocation process, wants to make professional asset allocation advice available to all investors. With that in mind, the site is announcing a special one-day price of $25 on all portfolio recommendations, effective May 5th.

Choosing an asset allocation, or the mix of stocks, bonds and cash in a portfolio, is probably an investor’s most important decision. A study by Ibbotson Associates concluded that asset allocation decisions determine about 100 percent of investment performance for those who follow a low-cost, long-term investing strategy. Similarly, according to a Dalbar and Associates study, many investors underperform the market because they deviate from their asset allocation plan during market downturns. Investors who want to maximize their long-term investment returns must develop a risk-appropriate asset allocation plan that they can stick with in good times and bad.

Online investment advisor specializes in guiding investors through the asset allocation process, from evaluating one’s risk profile to choosing specific investments. For a low flat fee, users take a confidential questionnaire to analyze their risk profile and instantly receive a personalized portfolio recommendation. Each recommendation consists of low-cost index funds and ETFs, a breakdown of the investor’s risk profile, and other helpful tools and tips for staying on track. typically charges $40-$100 for its portfolio recommendations, depending upon the user’s desire for portfolio complexity, but for one day only, on May 5th, every recommendation on the site will be priced at $25. already offers comprehensive asset allocation plans for a fraction of the cost of a typical investment advisor, but this special offer represents a truly unique opportunity to take advantage of the site’s inexpensive, professional investment advice.

About is an SEC-registered investment advisor that provides inexpensive investing tools, asset allocation advice, and personalized portfolio recommendations for do-it-yourself investors. For a low flat fee, users take a confidential survey to assess their risk profile and are instantly given a personalized portfolio recommendation consisting of low-cost index funds and ETFs. To purchase a portfolio recommendation, or to take the Trial Risk Questionnaire and receive a free recommended asset allocation, visit

About the site author:
George Watkins is President of West Wind Wealth Management and the creator of A former nuclear-trained Naval Officer, George has a BS in Economics from Duke University and an MBA from Harvard Business School. To learn more about his background and investing philosophy, visit George’s blog for DIY investors at


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