Investment Services | How We Do It
First Minnetonka Investment Center (FMIC) manages and monitors your portfolio’s performance and keeps you informed on a regular basis.
Through the use of our award winning software, Riskalyze, we are able to pinpoint your Risk Number and craft a portfolio that aligns with your investment goals, expectations and specific retirement income needs.
We track your goals and keep you on track through the use of our financial planning software, MoneyGuideProTM. Because everything changes over time, we reevaluate your portfolio through regular reviews.