What's Your Risk Number?

Did you know human beings are twice as concerned about avoiding losses than they are about achieving potential gains?

That’s one of the reasons humans tend to sabotage their own investing — selling when they get scared, missing the recovery, and buying back in when the markets “feel safe” again.

We help our clients take the guess work out of their financial future. We use cutting edge technology that defines your acceptable levels of risk and reward. By using this technology, we ensure that your portfolio defines your investment goals and expectations.

First, we capture your Risk Number, a quantitative way to pinpoint how much risk you want, how much risk you need to take to reach your goals, and how much risk you actually have in your portfolio.

Then we craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes.

We use your portfolio’s Risk Number and 95% Probability Range to set expectations for what is normal for your portfolio.

We keep track of your investments and help you to understand that any six-month result that falls within the range is right on track. This enables you to give yourself permission to hang in there, even if markets are volatile, which helps you to become a fearless investor. Let’s get started today.