Focus On Risk.
It's easy to dream about the rewards, but often investors don't spend much time thinking rationally about the risks they'll face to reach that reward. Or worse, they don't think about risk until a bump in the road inevitably occurs. Risk is not something to simply gloss over in the focus of reward, and we don't.
Research shows qualitative age-based investing can lead to serious risk misalignment, with anywhere from 26% to 53% of clients falling outside of their stereotypical age-based 'risk tolerance' buckets.
We think this is an avoidable mistake, which is also why we focus on clearly defining your risk and managing your expectations, through good times and not so good times. We want you to see miles ahead, giving you plenty of time to plan and adjust.
Starting On The Right Foot
We stress test your current portfolio & any proposed changes in various events, including the financial crisis, recovery, and interest rate increases.
A powerful tool to help define and manage your expectations, and for us to discuss -- Stress-testing your portfolio, so you're not stress-tested.
Managing Risk & Your Expectations
We continually update your risk & reward numbers so you know where you are at any given time.
Updated in your online portal daily.
Check-ups are good. Check-ins are smart.
Two simple questions. “How do you feel about the markets?” and “How are you feeling about your financial future?” Each month.
With two taps, you'll understand what's “normal” for your portfolio, and we get an early warning if something needs our attention.