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Market Risk Analysis
What makes a good Investment?
First, we begin with your investment statements where we begin to analyze the overall health of the investments and we send you a personal link where we measure your level of comfort with risk of the marketplace.
Second, we show what your current portfolio risk, fees and potential growth (risk and reward) results. Often when we first meet with a client, we find the RISK of a clients' portfolio is HIGHER then expected and the client was unaware.
Third, we discuss with you strategies of how to reduce fees and potential risk while maintaining the overall rate of return. We believe education of risk and reward, fee structure, and probability of future returns is essential.
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