Resources
Client Communications & Collaboration Using technology to deepen the advisor/client relationship has led to the implementation of ‘client portals’ by advisory firms across the country. Our firm uses the most popular & powerful tool available from EMoney Advisor (a subsidiary of Fidelity Investments). Our client portal provides you with the following benefits:
Account Aggregation brings all of your account balances to a single secure location. Banking, investments, insurance contracts, mortgage, credit cards, etc.
Reports – Thirty reports provide insight into your financial status. Account balances, Net Worth, Account Transactions, etc.
Financial Planning
Through the portal, you can access your MoneyGuidePro financial plan to review, edit data, look at what-if options, etc.
Mobile Web App
The mobile application provides you with access from your mobile devices.
Portfolio Optimization
Are your investments actually suitable for the level of risk you’re willing to accept? As an investor are you conservative, moderate, aggressive? What do those words actually mean
4 out of 5 investors have more risk in their portfolio than they realize. Riskalyze quantifies how much you are willing to lose over the next six months in order to have a potential gain. It offers a better way to analyze your accounts and make sure that it is structured to suit your investment temperament.
Riskalyze, based on Nobel Prize winning technology, is the first system to quantify an individual’s risk tolerance. For decades financial planners have had to use risk profile questionnaires to ascertain a client’s risk tolerance. The problem is that the answers to such questionnaires are subjective (e.g. moderately conservative), open to interpretation and result in portfolios that may actually have more or less risk than that which is targeted. Riskalyze gets rid of the ‘opinion’ and mathematically calculates an individual’s tolerance for risk as well as the risk in a particular portfolio.
What is your Risk Number?
Take the Free Risk Analysis questionnaire.
Using a database of over 200,000 securities; including the funds in retirement plans, and with the ability to model other assets such as real estate or fixed or variable annuities we can determine the amount of risk in your portfolio and recommend options to align your investments with your risk number.
Finally, we can examine the portfolio results in terms of retirement income objectives. What will be required to achieve your retirement objectives?
Research
We utilize research from a wide range of respected sources including Morningstar and Zack’s.
401(k) Plan Fiduciary Compliance Optimization