The Secret To Creating
Intelligently Nuanced Portfolios
There are a lot of things in life that we can focus on, but what we should focus on are two things: The things that matter and the things you can control.
What matters to your client is being able to live the type of life they envision in retirement for as long as they live. What is in their control? How they invest.
For advisors what matters is having a sound intellectual framework when approaching the decumulation phase of life. Retirement marks a time when everything changes. Clients go from adding money constantly to their portfolio to taking money out, constantly.
The math changes. Point in time risk does not impact accumulators, but it does present a significant risk to retirees. When the math changes the strategy must change. What advisors can control is how they approach the challenge of retirement distribution planning.
We Believe That Portfolios
And Plans Belong Together.
We connect the plan
and the portfolio!
All financial success comes from acting on a plan. A lot of financial failure comes from reacting to the market. – Nick Murray