YourCapital is an online financial advisor based in New York, NY, offering tailored investment guidance and deep retirement analysis to empower individuals in making smarter investment decisions. They provide insightful portfolio analysis, personalized advice on expensive mutual funds, and help clients plan for their retirement goals.
Using Modern Portfolio Theory models, YourCapital constructs customized portfolios based on clients' risk and return objectives, utilizing low fee ETFs and considering historical risk and return data of asset classes. With a focus on transparency and comprehensive information, YourCapital aims to assist investors in creating well-diversified portfolios and addressing potential retirement shortfalls.
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