People are individuals.
Smart Investors take the guesswork out of their financial future.
The old way of assessing risk by stereotyping investors with subjective semantics simply doesn’t work.
The Smart Investor uses sophisticated technology built upon a Nobel Prize-winning framework to align their investment portfolio's risk within their comfort level.
Let's get started.
Capture Your Risk Number
Capture Your Risk Number
Capture 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
Capture Your Risk Number
Capture Your Risk Number
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 outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.
Define Your Goals
Capture Your Risk Number
Define Your 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.
Do the markets have you nervous?
Schedule your 30-minute complimentary phone call and find out how we can help you confidently enjoy life!