Risk Profile Analysis

One of our primary services is that of Risk Profile Analysis.

This is first service we offer and is the basis for everything else we do.

We understand that everyone is different and what is comfortable for one may not feel right to someone else.

With that in mind, we offer a Risk Profile Analysis that allows us to design a plan that is tailored to your unique comfort level with risk.

This is an alternative to the tactics of some larger firms in which you’re forced to choose between pre-designed packages and plans that don’t take into account your individual preferences

In our model, your risk profile becomes the guide that allows us to develop a plan that is optimized to your unique specifications.

You may have a high tolerance for risk and may want a package that is designed to grow aggressively, or you may want something that is cultivated with the sole purpose of delivering income with very low associated risk. Either way, the choice is yours.

This allows you to feel comfortable with your decisions and confident in your investments.

To learn more about the risk profile or to schedule your own assessment, contact our offices in Los Gatos, CA and let us put your mind at ease.