Investment Strategy Review
Investment Strategy Review
The Button provides an over simplified example of our approach to risk evaluation
It is for demonstration purposes only, not intended to provide an accurate risk number
Next we optimize your investment strategy. Factors such as the risk, expense ratio, annual dividend or interest and expected return are evaluated for each investment option available, then simulations are run to determine an optimum strategy. We recommend that a client’s money is invested in ETFs – Exchange Traded Funds, Index strategies, Fixed strategies and Cash.
When you have reviewed and approved the recommendations, we prepare an investment Policy Statement along with an Investment Roadmap detailing the strategy. A New Breed of CPA meets with you periodically to gauge the performance of the person or company you chose as an advisor; our meeting will include the statistics and other data so that you can judge the performance of that advisor.
Contact us with any questions.