Boulos Financial Group

Managing General Agent

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Investments and Retirement

Tailored to Your Needs

BFG portfolio solutions are practical all-in-one portfolios with five goals and proven funds from the most respected mutual fund companies.

Balancing Risks and Opportunities

BFG portfolio solutions are carefully constructed to balance opportunities and risks with multi-layer diversification.

Which portfolio is right for me?

Investor Profile
Year 1
Year 3
Year 5
Year 7
BFG – Conservative
6.70%
5.50%
6.60%
–
Click to Apply

Industry Average
1.30%
1.03%
2.09%
–
BFG – Moderate
8.30%
6.20%
8.40%
–
Click to Apply

Industry Average
2.20%
.88%
2.65%
–
BFG – Balanced
8.60%
7.50%
10.70%
–
Click to Apply

Industry Average
.21%
.83%
2.85%
–
BFG – Bal. Growth
7.50%
8.80%
12.80%
–
Click to Apply

Industry Average
2.37%
1.61%
4.01%
–
BFG – Growth
9.30%
11.10%
16.00%
14.20%
Click to Apply

Industry Average
2.87%
1.51%
3.50%
3.84%

Robert Boulos
Managing General Partner

Contact Us

Do not hesitate to contact us:
514-448-9080
marketing@boulos.net
Contact Us

Roger Boulos
Managing General Partner
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