Let’s take a moment to talk about your personal investment style.
Everyone has a different investment style because everyone has a different risk preference. One key to being a successful investor is to fully understand the balance between your desire for wealth and your personal tolerance for investment risk.
How does it work?
Step 1: Get your personal risk number using a scientific framework that won the Nobel Prize for Economics.
It’s time to act. The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, your 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.
Step 2: Schedule a Meeting with an Advisor Today
Together, we’ll chart a path to retirement using a simple, intuitive approach.
Gone are the days of stereotyping investors based on their age. We’ll use a modern quantitative approach to visualizing the probability of a successful retirement.
Step 3: Align your Portfolio with your Risk Number
If you already have an investment portfolio, we can quickly import it and see if your Risk Number aligns with your current portfolio. Most likely you are currently either taking to little or too much risk and potentially missing out on market returns.
We will use all the factors in our conversations to build an optimized portfolio that fits you and your goals. Further, we will stress test your new portfolio and set expectations for the future!