Risk Management

Risk assessment is a critical part of our investment process. Do you know your risk profile? We go beyond the traditional categories of “conservative.” “moderate,” and “aggressive” by using state of the art technology to determine your personal “risk number.”

We’ll analyze your current holdings and run them through sophisticated stress tests to demonstrate both the potential gains and losses under different scenarios. Finally, we’ll create portfolios for you that match your risk profile and are designed to achieve your goals.

Capture Your Risk Number®

The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision-making process.
 

Align Your Portfolio

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. 
 

Define Your Retirement Goals

We will also review your progress toward your financial goals by building a Retirement Map. 

When we are finished, you’ll better understand what we can do to increase the probability of success.