Client Risk Profiling Analysis
Our investment consulting is rooted in our risk profiling analysis. This is where we discover the ideal investment risk level for each client. Risk profiling analysis examines:
- Risk needed — the risk necessary to reach a client’s goals with available assets.
- Risk capacity — the risk a client can afford to take.
- Risk tolerance — the risk a client is emotionally comfortable with.
The analysis identifies mismatches among the three types of risk and brings them into proper balance.
Our Investment Consulting Approach
You may also engage us to help you implement investment strategies that we have recommended to you. Depending on your risk profile, needs, among other considerations, your portfolio may involve the employment of one or more investment strategies, and as well as either a broad range or more narrowly focused choice of investment vehicles.
Our investment consulting in Long Island allows you to engage us to provide periodic review of your assets held at your selected broker/dealer or custodian. This engagement does not involve our providing account supervision or account trading; however, we generally provide account analysis and offer recommendations as necessary to meet your investment objectives. You will then need to effect the necessary transactions to meet the suggested allocation.
We provide our investment consulting services which may include consultative advice on some or all of the following:
- Investment strategy
- Investment policy statement
- Asset allocation
- Asset selection
- Risk tolerance analysis
- Periodic portfolio review
For a more detailed discussion of investment consulting fees please review the Our Fees and Our Services pages. These pages should both be analyzed to get an accurate estimate as to the cost of your comprehensive financial planning.