We offer numerous classes of products and strategies to the pre and post-retirement community. We are an independent advisory that specializes in finding the best products for our clients that don’t participate in any downside risk or market loss. Investment products such as stocks, bonds, mutual funds, exchange traded funds, reits, and commodities participate in downside risk and potential market loss. Many investors, even without incurring any loss, often experience anxiety when thinking about the potential losses from these investments. Listed below are the classes of products we work with as alternatives to exposing our clients assets to downside risk. While it would be too difficult to list all the individual products and features we work with, here are some of the asset classes we use to offset market based risk:
Not all investors are completely risk averse. For those investors that are willing to take on some level of risk, we do have multiple professional associates that offer money management in the market. Investment strategies can be customized and tailored to fit the client’s specific goals.