Risk-Guard™ Process
The Power of Risk-Guard™
Risk-Guard™ is at the core of what we do. Risk-Guard™ is a tactical asset allocation solution that we believe is an effective means to limit the drawdown risk in your clients portfolio. The Risk-Guard™ philosophy prioritizes managing drawdown risk as a key component for success and has been designed to have three distinct objectives for the client:
Our process aims to achieve the 3 objectives below.
Maximize Retirement Income
Employ strategies that manage downside risk and long-term growth opportunities. We communicate weekly about market trends and portfolio changes that help optimize returns and mitigate potential losses.
Reduce Risk
We place you in portfolios that are in line with your risk tolerance. These portfolios are comprised of investments across different asset classes, industries, and geographical regions to diversify risk. We conduct thorough research, staying updated on market conditions, and maintaining a long-term investment perspective that can help mitigate potential losses and enhance overall portfolio resilience.
Reduce Investment Costs
We carefully evaluate fees associated with investment products and opt for low-cost solutions such as ETFs, stocks, institutional mutual funds, and fixed index annuities.