Broker Check

Risk Management

“Avoiding losses is far more important to your financial security than taking the additional risk necessary to try to beat a bull market”

Our clients do not want to, nor can they afford to, experience major losses like they had in the past.

The investment management firms we use give pro-active advice by tactically overweighting and underweighting risk exposures to market sectors, indices, countries and industries. 

Moreover, we also realize our client’s and the market’s risks and opportunities change over time and we adjust our strategies accordingly.  One size does not fit everyone.

Personalizing a client’s retirement plan and portfolio cannot occur unless the client’s specific risk aversions are known by your portfolio manager and advisor.

By doing the above, we help our clients “Preserve Their Wealth”




Preservation is positioned as an investment goal.  Investing in certain securities may help to hedge against certain risk, but does not imply any guarantee from loss.