“The time to repair the roof is when the sun is shining.”

-John F. Kennedy

With all of the complexity and volatility in today’s financial market place, we have found that many investors are unsure what to do now.

As an investor are you confident that you have a good handle on your portfolio?

We Engineer Risk to Fit Your Portfolios

The following tool is built on the academic framework called Prospect Theory that won the Nobel Prize for Economics in 2002, we pinpoint your risk tolerance using math, and engineer portfolios that match your expectations and emotions.

We will generate a complimentary portfolio Analysis

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Our Top 10 Questions For Investors

We often find that investors do not know the answer to many of these questions.
Question 1
Question 2
Question 3
Question 4
Question 5
Question 6
Question 7
Question 8
Question 9
Question 10
Question 1
What are the overall objectives of the portfolios?
Question 2
How are you measuring risk?
Question 3
How are you measuring Performance?
  • Are you getting performance reports?
  • Do you have online access to view your performance?
Question 4
Do you know your current allocation between stocks, bonds, and cash?
Question 5
Are you comfortable with the current allocation?
Question 6
Do you have an investment policy statement?
Question 7
Do you prefer to “buy and hold” or do you want a more actively traded portfolio?
Question 8
Do you have a preference to what type of investments you own?
  • Stocks
  • Mutual Funds
  • Exchange Traded Funds
  • Individual Bonds
Question 9
Is your current firm offering financial planning from a Certified Financial Planner™?
Question 10
Do you feel that you are getting the attention you deserve from your advisor or institution?

Do you feel like you need a better handle on your portfolio? Help is just a click away!

Schedule your 30 minute complimentary consultation. You can reach us directly at 631-714-6044, click to schedule a meeting.