Defining Risk

When we meet with prospective clients, we often find that they are invested far more aggressively than they realize or should be. This puts them in a dangerous position where a decline in the markets could severely hamper their ability to achieve their financial goals. Through detailed conversations we uncover their true tolerance for risk. Through examining their goals we gain a better understanding of their time frame. Through planning we calculate the return they need. We then marry these three data points to identify an investment strategy that is uniquely appropriate for them.