What can we do for you that your broker, advisor or financial planner is unlikely to be able to do for you?
1. Risk Management
2. Lower Your Costs
3. Improve Your Tax Efficiency
• Employ daily risk management on each of your securities and screen your new ideas to use a risk profile of 5 units of return for 1 unit of risk.
• Lower your cost of commissions, fees and hidden costs.
• Reduce your taxes as part of your management strategy
In order to understand and quantify the value of these items, make an appointment with me for an initial consultation and portfolio review.
Click on make an appointment with Bob or call me at 860-963-0722. You will be surprised at what is involved in true risk management. Casinos, Banks, trading firms, hedge funds, and bond management firms all have risk management professionals monitoring their daily risk on their assets, not necessary their customer’s assets.
If you have $500,000 or more in investable assets you should consider employing risk management as well.