During a bull market when seemingly every investment is going up in value, risk is often overlooked. But when risk finally "shows up" during a market downturn, the results can be truly devastating. More often than not, financial advisors in the industry push exactly the wrong fund at the wrong time - Internet-oriented funds at the height of the tech bubble, commodity funds at the height of the commodity bubble etc. Many investors have recently discovered, to their dismay, that their portfolios were far more aggressively invested than they realized. 

Risk management is our busines. We work with each client to determine the appropriate level of risk based on individual goals, preferences, and circumstances. While some investors assume too much risk, others fail to achieve the asset growth they need to accomplish their goals.

Unlike many other private wealth management companies, we are trained and licensed in derivatives. We understand how derivatives can be used to help investors achieves their investment objectives and apply them accordingly in a prudent manner.

When it comes to risk, always remember:

• Risk is an inevitable part of investing 
• Effective risk management is a critical element of long term success