Flexibility is vital when it comes to wealth management; and as an independent advisor, the horizons are endless. In order to gain an understanding of the client’s risk level, our firm runs numerous models before we begin to diversify and adjust the portfolio based on the selected volatility. We combine widespread market analysis with flexible investment vehicles to provide “outside-of-the-wire” opportunities; ultimately resulting in fully-tailored portfolios.
Unlimited flexibility allows us to combine analytical/computer-aided modeling, indexing, and actively managed portfolio techniques. When you are able to combine these strategies, the client gets the best of all worlds. With no anchors or limits on where or what to invest in, these vehicles put forth limitless opportunities to diversify. Constant, consistent monitoring of the underlying holdings allow for intangible results.