Investors face three basic challenges in establishing an effective investment plan:

• Identifying investment objectives and preferences
• Creating an appropriate strategy, including detailed asset allocation
• Selecting suitable investments which fit the strategy
• Whitten Investment Services Inc., is a registered investment advisory firm, specializing in asset allocation strategies.

People don't plan to fail - they fail to plan

Whitten Investment Services experienced investment advisors can help you build a plan that meets your needs and objectives to help you attain your goals.

Creating your own customized plan

Defining investment objectives is the first step in establishing an effective plan. The risk profile questionnaire is designed to identify your investment objectives, preferences and risk tolerance - including portfolio size, investment stage, time horizon, and return objectives. You may also include additional information to further address your objectives and situation.

From your criteria in the questionnaire, Whitten Investment Services devises an appropriate strategy - including detailed allocation by fund category - that best represents what you want to accomplish.

Whether you desire asset allocation, rebalancing, portfolio additions or total portfolio evaluation - Whitten Investment Services can provide you with an effective customized investment plan that precisely fits your particular situation. Please take a minute to fill out your risk profile and submit it to us for analysis and recommendations.