Discovery

Successful relationships are built on a foundation of trust. My 22 years of experience in assisting clients to manage the volatile landscape of investing has taught me the importance of understanding my clients separately and uniquely. The first step is a structured discovery meeting which allows me to gain an understanding of what is important to you, as well as explaining my philosophy and approach to financial planning and asset management.

A major component of that understanding is developing an awareness of the relationship between risk and reward.   The knowledge we gain from that discussion is used in the design of a portfolio which seeks to align you with your acceptable levels of risk and return, allowing you to advance with confidence in the various outcomes that can result in varying market scenarios.

To help with this process we take advantage of dynamic analytical software developed by Riskalyze, which helps us to discover your personal risk tolerance by utilizing a scientific method based upon research that has been awarded a Nobel Prize for Economics.

Below is a short video as well as a link to a PDF highlighting a partial sample of a report generated by Riskalyze.




Stress Test Sample PDF