True Value Financial Takes A Sensible Approach To Investing, Based On Years Of Experience. We Build Diversified And Well-Balanced Portfolios Aligned With Our Clients’ Needs. Our Investment Approach Has Passed The ‘Acid Test’, As Our Clients Also Include People With Decades Of Experience In The Investment Industry. We Design A Customized Portfolio Comprised Of Best-In-Class Mutual Funds Or Segregated Funds Choosing From Hundreds Of Funds Across Tens Of Fund Companies. We Work With Our Clients Aligning Their Investment Assets With Their Goals, As Well As Their Existing And Expected Liabilities. This Process Takes Into Account The Level Of Risk That The Clients Are Comfortable Taking And The Level Of Risk For Their Profile, Time Horizon And Income. The Outcome Of This Process Is A Target Asset Allocation Across The Clients’ Investment Accounts.