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Building Your Investment Strategy

Building Your Investment Strategy

Together we can take the guesswork out of your financial future. We use industry-leading technology that quantifies your acceptable levels of risk and reward. Using Riskalyze, we ensure that your portfolio defines your investment goals and expectations.

The old way of assessing risk, stereotyping investors with subjective semantics, simply doesn’t work. The words aggressive investing or conservative investing may mean something different to you than they do to someone else, and a person’s age doesn’t always determine those factors anyway. We treat our clients as individuals.

Our approach utilizes something called the Risk Number. It’s a quantitative way to pinpoint how much risk you want, how much risk you currently have in your portfolio, and how much risk you need to take to reach your goals. It’s a number from 1 to 99. A Risk Number of 1 is like having cash under your mattress and 99 is like having all of your investments in a single speculative stock.

We then stress test your new portfolio, discuss your 95% probability range, and set expectations for what's normal behavior for your investments.  

Our Investment Philosophy

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