Investment Risk Management

Over the years, our firm has seen that risk tolerance is not as simple as matching up your age with your investment strategy. Many investors also commonly underestimate or overestimate their risk tolerance due to preconceived notions about themselves. That is why our firm uses Nitrogen to pinpoint our clients’ risk appetite. Nitrogen has a proven process that starts with a 5-minute, user-friendly questionnaire that helps you pinpoint your risk range. Our advisors use these results to help our clients craft an investment strategy that matches up with that risk range. Finally, Nitrogen can send our clients quarterly “Check-Ins” that ask a few simple questions to track changes in your feelings on the market and your financial future. These answers are reported to your advisor which can trigger conversations about adjustments that need to be made to your portfolio.