What is investment risk management?
Your financial goals look different from anyone else’s, meaning that your portfolio likely does too. But that doesn’t mean it stands resistant to the highs and lows of the market, especially in a time of such a turbulent economy and unsteady geopolitical events.
Our approach to managing investment risk remains conservative to alleviate excessive risk, no matter how you allocate your assets or choose to diversify your portfolio and regardless of what’s happening in the market.
To give you this type of peace of mind, our highly experienced, multi-disciplinary team works together to create an investment risk management plan that takes into account your specific assets, liabilities, as well as any short- and long-term goals. Each one of our client’s plans is then designed using a rigorous, transparent, and time-tested process to plan for risk at all stages of your investment strategy.
And because your investment risk management strategy is an ongoing process, our team proactively monitors several types of investment risk including:
- Principal: The risk of having specific investments go to zero
- Volatility: The risk of needing to sell a specific investment at an inopportune time
- Purchasing power: The risk of inflation diminishing the value of your investments
- Longevity: The risk of outliving your assets