Investment Risk Management in Texas

While you can’t eliminate investment risk, you can take proactive steps to plan for it. Smart investment risk management can help plan for future risks, setting you and your family up for financial success. Without it, you could risk losing your underlying capital investment, decreasing your overall portfolio value, and losing the wealth you worked hard to grow and protect.

If you’re looking to incorporate an investment risk management strategy into your investment plans, Avidian Wealth Solutions has the depth of experience to help you do it right. We offer fiduciary investment solutions to high-net-worth individuals, families, and business owners that help you take the necessary steps to protect yourself from a correction or a bear market.

Don’t leave the future of your investments up to the fate of the market. Schedule an appointment to learn more about our comprehensive approach to managing investment risk.

“AT AVIDIAN, WE DO MORE THAN MANAGE YOUR MONEY, WE PROVIDE COMPREHENSIVE WEALTH PLANNING SOLUTIONS.”

20years of success.
Founded in 2003.
66Financial
Professionals
$4Billion Client Assets
under management

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Does market volatility make you anxious about your financial future?

Market volatility doesn’t have to be a source of stress — at least not if you’re working with the right wealth manager. Market volatility isn’t going away anytime soon but that doesn’t mean it has to undermine what you’ve built. By partnering with Avidian Wealth Solutions for your investment risk management, you can feel confident that our team is implementing protective measures that plan for and expect the unexpected.

Why trust Avidian’s investment risk management strategies?

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 any 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

Fiduciary, research-based, comprehensive, and continuous investment risk management

Avidian Wealth Solutions is a fiduciary wealth management firm, meaning that we are legally obligated to make financial decisions in your best interest. When it comes to determining and planning for risk, this is the exact type of trusting relationship you need to have with your investment risk manager.

When you partner with us to develop and manage your investment risk management strategy, your research-based investment portfolio will be customized to your goals, vetted, and monitored with target two primary goals: favorable returns and below-average volatility.

Evaluate portfolio diversification and asset allocation

Are your investments working as hard as you do? With the wrong advisor, you could very likely be missing opportunities to enhance and secure the wealth that worked so hard to build. Avidian Wealth Solutions can provide a qualified second opinion.

Our investment risk management strategy can guide you in determining the safest way to diversify your portfolio and allocate your assets depending on your financial goals (such as estate planning or retirement), tax strategy, and risk tolerance.

Types of investments we may consider include:

Stocks and bonds
Mutual funds
Corporate bonds
401(k)
Exchange-traded funds (ETFs)
Annuities
College savings plans
Health savings accounts
And more

We have the ability to source, review, and determine, on a fiduciary basis, which of our clients will be candidates for specific investments.

Consider your risk tolerance and lower portfolio volatility

When it comes to risk management in financial planning, your tolerated risk is the main factor used to determine which protective measures we take to meet your objectives. We’ll start by determining the level of risk you’re most comfortable with. Based on this determination, our team meticulously monitors your portfolio, reallocating or selling investments as necessary to maximize your returns while protecting your underlying investment capital.

When needed, we’ll meet with you to discuss strategies to lower your portfolio volatility which may include rebalancing your portfolio or tax-loss harvesting.

Advice on the safest places for your retirement investments

Thriving in retirement is all about having the right information and the right team on your side. With Avidian Wealth Solutions, both of those are a reality. We offer retirement planning for high-net-worth individuals that take your risk tolerance into consideration, working to protect the future you’ve been saving for.

As your financial partner, we help you determine the safest place for retirement money, consider various aspects of your retirement income, and plan for the next generation throughout all stages of your retirement from planning to conception.

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Luke Patterson CEO, CIO

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