Most people don’t have the time or knowledge to properly analyze their risk for investments.
You might not have the time to do it yourself, but you still need to make sure your money is safe.
SC Wealth Advisors can take care of all your investment needs and help you stay within your risk capacity. We’ll work with you to create a portfolio that best suits your needs and helps you reach your financial goals.
For decades, financial advisors have been left to use simple personality profiling tools to help clients select the right risk directive for their investments. The biggest failure of this so-called risk tolerance assessment is that it only measured the client’s willingness to accept risk and never objectively measured their actual ability to take risk.
After performing a careful analysis of the client’s goals and risk tolerance as measured by willingness and financial ability to assume risk. We construct a tailored portfolio which seeks to balance portfolio returns while minimizing portfolio risk.
For more information about retirement planning and to download your copy of 5 Steps to Retirement, fill out the form below.
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