Understand Your Risk Number

Everyone likes to be rewarded for being in the market. Unfortunately, most investors do not understand the types of risks they are taking. Not having a clear understanding of your risks, leads to mismanagement of your expectations. When your expectations are not met, your emotions and biases take over, which leads to poor investment decisions. Therefore, we have to look at portfolio construction through a different lens. We must understand what risk means to you, before making investment decisions.

After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.

Stress Test Investments

Stress tests illustrate how your proposed portfolio would have fared through various market events, including the financial crisis and recovery.

Review Risk & Reward Potential

We can visualize the risk and reward profile for each individual investment we propose for your portfolio. Illustrating risk, reward and diversified risk give us a powerful tool to review before we make any final investment decisions.

Financial Planning

Financial Planning done right allows us to align your goals with your finances. You are able to make sense of the numbers and see what direction you are headed. Our comprehensive process bridges the gap between where you are today and where you want to be.