“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
We Pinpoint Your Risk Tolerance
We design portfolios that align perfectly with appetite for risk
Turn Guesswork Into Predictability
We help you arm yourself with a 95% probability of matching expectations
We Help Expose Your True Risk
One of the most important drivers of the Risk Number is the measurement of downside risk
How much risk does my portfolio really have?
What will happen if interest rates rise 1%?
What will happen with a 2008-like bear market?
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
Our Top 10 Questions For Investors
We often find that investors do not know the answer to many of these questions.
What are the overall objectives of the portfolios?
How are you measuring risk?
How are you measuring Performance?
Are you getting performance reports?
Do you have online access to view your performance?
Do you know your current allocation between stocks, bonds, and cash?
Are you comfortable with the current allocation?
Do you have an investment policy statement?
Do you prefer to “buy and hold” or do you want a more actively traded portfolio?
Do you have a preference to what type of investments you own?
Exchange Traded Funds
Is your current firm offering financial planning from a Certified Financial Planner™?
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.