Financecare Analysis – Asset Allocation – Portfolio Stress Testing

We believe each client is unique and has unique goals and priorities. The premise behind designing a Financecare recommendation is to make the most of each client’s life while avoiding needless risk. We strive to keep you in a healthy risk tolerance allocation as well as helping you avoid the potentially materially underperforming allocations that was modeled.

Investing the Financecare Way™ involves on-going monitoring to ensure that the client’s life goals are always connected to their investments. We evaluate the allocation across each client’s household of accounts daily and rebalance back to the target allocation. This approach ensures that the investments remain consistent with the Financecare Plan recommendation that we are modeling.

This practice of controlling what’s controllable, measuring the uncertainty of that which is not controllable, and being consistent in our modeling allows our unique, patented system to make a real difference in clients’ lives.

We strive to accomplish the following to help our clients make the most of their lives:

• Achieve goals that might otherwise be ignored
• Take the least investment risk possible to achieve those goals
• Avoid lifestyle sacrifice
• Exceed goals with confidence and comfort

This is the Financecare System, and this type of life-relative wealth management helps our advisors Defy the Common.