Wealth doesn’t just happen.
It is grown with hard work, determination and persistence. Preparing for your future can be a complicated and overwhelming task, and avoiding complexity could be avoiding financial security. As economic conditions change, so will your financial outlook, and discovering the right strategy to grow wealth is different for everyone.
Unlike most investment firms, we take a different view of what is an appropriate level of risk. Traditional firms will base their investment recommendations entirely upon your “risk tolerance”, maximizing the amount of risk that you take in your portfolio in an attempt to generate greater returns.
Investment risk can’t be avoided. However, our approach is to take only the necessary risk to achieve your goals. Ask yourself this question; “If it is possible to achieve your goals while taking minimal risk, why jeopardize reaching those goals by taking on greater risk (pain), just because you completed a questionnaire indicating you could tolerate the additional risk?”