Risk Management

My role as your financial advisor is to control the risks involved in managing assets as much as possible. Creating an investment strategy detailing the objectives and constraints involved for the investor is a critical component to wealth management. My goal is to help you:

  • Identify your risk tolerance
  • Develop a strategic asset allocation and tactical asset allocation model fitting the risk profile of the investor
  • Diversify assets according to the allocation models
  • Buy assets at fair prices 
  • Use options, foreign currency, and indexes to hedge underlying positions

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