Investment Methodology
What does it mean to customize investing?
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How much risk
do you have?
If you’ve already got an
investment portfolio, we can
quickly import it and see if your
Risk Number aligns with your
current amount of Risk.
Tactical Investment Management
Our investment process isn’t just ‘buy, hold, and hope’ for the best. We take an active approach to monitoring economic conditions and adjusting our clients’ investment portfolios to try and take advantage.
Sometimes Tactical Investing means buying things. Sometimes it means selling things. Sometimes it means changing how much we’re buying or selling (or allocation weightings to various asset classes and specific holdings). The point is, it’s a more involved process of assessing the ongoing market conditions and adapting our strategy to try and maximize the amount or reward we can seek out for the amount of risk we have to take. We don’t use a “set it and forget it” approach to investing.
Note: Lawyers tell us we must clarify that the graphic above is a fictional investment
and represents no actual guarantee or performance.
You can probably already tell this, but we still have to say it.
Our Investment Philosophy
In order to be an investor, one must be invested. But the reward for taking risk is not the same in all market conditions. Our investment process attempts to manage the constantly changing investment landscape by adapting our strategies with the emerging trends. If risks increase, we seek defense. If risk subsides, we seek more offensive.
The process is driven by artificial intelligence, neural networking, and some math, statistics, research, and professional experience all get thrown in the mix too.
Together, we can take the
guesswork out of your
financial future.
DEFINE YOUR RISK NUMBER
The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, 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.
ALIGN YOUR
PORTFOLIO
After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected out- comes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.
DEFINE YOUR RETIREMENT GOALS
We will also review your progress toward your financial goals by building a Retirement Map. When we are finished, you’ll better understand what we can do to increase the probability of success.