Investment Risk Management Services
Determining Investment Risk Has Changed Forever
Over the years, our firm has seen that risk tolerance is not as simple as matching up your age with your investment strategy. Technology has changed the game and now allows investors to put better numbers to important risk questions.
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The Real Risk
Where Portfolios Carry the Wrong Risk
The danger is rarely too much caution. It is risk that no one measured, risk that crept in over time, and risk that does not match the person carrying it.
Hidden and Concentrated Exposure
Concentrated positions, correlated holdings, and overlapping funds hide real risk behind the appearance of diversification.
A Mismatch With Your Tolerance
A portfolio built for someone else's stomach is a portfolio you will abandon at the worst moment. Risk has to match the person who holds it.
Debt Is Investment Risk Too
Mortgage debt, car loans, and securities-backed lines of credit are all forms of leverage that can get out of hand if they're not managed responsibly.
What We Do
Investment Risk Management Services
A process for measuring, matching, and managing risk, so your portfolio reflects the risk you actually want to take.
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Risk Assessment
We use industry risk leader Nitrogen (formerly Riskalyze) to identify the real risk in your portfolio, including the exposure that hides behind the appearance of diversification.
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Matching Risk to Tolerance
Our Risk Tolerance Questionnaire is a dynamic, interactive risk calculator that will continue to run risk scenarios by you until it can pinpoint your true risk tolerance.
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Managing Concentrated Positions
We help you reduce concentrated exposure thoughtfully by considering strategies such as tax lot analysis, charitable gifting, Net Unrealized Asset (NUA) strategies, Exchange Funds, and gifting to family members.
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Stress Testing Portfolios
We are able to take your current portfolio and model scenarios like the COVID crash, the Financial Crisis, and the Tech Bubble to show you how your current portfolio might fare in similar markets.
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Debt Management
We recognize that debt is a double-edged sword but we look for responsible debt management through strategies such as home equity lines of credit (HELOC), collateralizing your investments, and home mortgage payment/refinance analyses.
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Let's Discuss Your Risk Management Needs
Using our virtual family office, you can meet with our advisors from the comfort of your own home while receiving the same level of service you deserve.
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The McCabe Difference
What Makes Our Firm Stand Out
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Our Risk Tolerance Questionnaire squares away the risk in your portfolio to the risk you can actually live with.
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We stress test portfolios using technology to pinpoint comfort level before an inevitable bear market.
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We coordinate directly with your accountant to optimize tax strategies surrounding concentrated positions.
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We recognize that risk doesn't just live in your portfolio. It can live in your debt choices as well.
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Our 45-year existence means that we have managed risk through difficult markets like the COVID crash of 2020, the Financial Crisis of 2008, and the Tech Bubble of 2000.
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Our clients trust us to handle $1.15B in assets (as of 6/30/2026)
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Investment Risk Management Resources
Articles to help you understand and manage the risk in your portfolio.
Featured Resource
The Interactive Wealth Bridge
See how risk management fits into a coordinated, lifetime financial plan.
Explore the Wealth Bridge
Investment Risk Management Articles
Managing Risk in Your Portfolio
How we think about identifying and managing portfolio risk through every cycle.
Read articleBreaking Down Diversification
Why real diversification is about more than holding many positions.
Read articleVolatility: The Long-Term Investor's Unlikely Ally
How to think about volatility instead of fearing it.
Read articleAudience Playbooks
The 5M Family Wealth Playbook
A planning roadmap for families managing wealth in the multimillion-dollar range.
View playbookThe Business Owner's Exit Playbook
Succession, liquidity, and transfer planning for families whose wealth is tied to a business.
View playbookThe Great Wealth Transfer
What the coming transfer of wealth between generations means for your family.
View playbookQuestions
Frequently Asked Questions
How do you measure the risk in my portfolio?
We look past surface diversification to your real exposure, including concentration, correlation, and overlap. The goal is to see the risk you are actually carrying, not the risk it appears you are carrying.
What if my portfolio is too risky for me?
We bring it back in line with what you can live with. A portfolio built for someone else's tolerance is one you are likely to abandon at the worst moment, so matching risk to the person matters.
I have a large position in one stock. Can you help?
Yes. We help you reduce concentrated positions thoughtfully, weighing the tax cost of selling against the risk of holding too much in one place, so the decision serves your whole plan.
How often do you review risk?
Continuously, and we rebalance before drift becomes exposure. Risk shifts as markets move and winners grow, so managing it is an ongoing process, not a one-time setting.
Can you work with me if my family lives across the country?
Yes. Through our virtual family office, we manage and meet with you wherever you are, with the same level of service as meeting in person.
Is risk management the only service you provide?
No. Risk management is one part of a coordinated plan. We also handle investment research, portfolio monitoring, tax planning, and more, so the pieces work together instead of in isolation.
Direct Services
Investment Research
In-depth analysis of opportunities aligned with your long-term goals.
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Continuous oversight with proactive rebalancing strategies.
Learn MoreEducation Planning
Tax-efficient strategies to fund education without disrupting your plan.
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A sustainable income strategy for the retirement you've worked toward.
Learn MoreCharitable Planning
Maximize philanthropic impact while optimizing tax advantages.
Learn MoreGenerational Planning
Preserve and transfer wealth across generations with purpose.
Learn MoreOrganizing Your Plan
Bring clarity and structure to your complete financial picture.
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Tax Planning
Coordinate tax-smart strategies across your full plan year-round.
Learn MoreCybersecurity
Protect your financial accounts from evolving digital threats.
Learn MoreEstate Planning
Ensure your assets and legacy transfer exactly as intended.
Learn MoreInsurance Planning
Evaluate coverage gaps and optimize protection for your family.
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