Howmuch RISK should you be taking?
A primary objective of investment management is to optimize
returns relative to a tolerable level of risk. It is impossible to
invest wisely without first understanding your ability and
willingness to take risk. Assets, savings rate, expenses, capital
expenditures, retirement horizon, and personality are all key
components in determining the desired balance of risk and
expected returns.
Friedenthal Financial
has created a unique and comprehensive
Risk Tolerance Assessment process to help you choose the right
balance of risk and reward so you can achieve your financial
goals. It is both qualitative and quantitative. The end result is
a range of specific and measurable risk tolerance benchmarks.
We feel that by making risk tolerance understandable and as
scientific as it can possibly be, our clients will be more confident
and committed to our process..
Assessing your
tolerance
for risk
Are you happy with the investment advice you’ve been getting?
Do you know how much risk you are taking – or even how much
you should be taking? Do you really know how you are faring
in today’s very volatile marketplace? Do you know how your
advisor is being compensated?
Friedenthal Financial
can help you determine if you are well
positioned to achieve your goals, or if there are opportunities
for improvement with our Second Look Review. We’ll
measure your current risk profile, relative volatility, and the
correlation of instruments in your portfolio to each other
and to broader market benchmarks. This analysis identifies
portfolio redundancies as well as opportunities for improved
diversification and reduced cost.
We’ll provide you with a detailed action plan to improve,
manage, and maintain your portfolio. This is all done for one
low, flat fee. You own the analysis and the plan of action. You
may implement it yourself, or with your broker or advisor. There
are no ongoing expenses.
Comprehensive
portfolio
review
A retirement plan can be a wonderful vehicle to allow people
to maximize the value of their savings and prepare for the
income they’ll need in retirement. Unfortunately, most plan
participants don’t feel they are getting expert, unbiased advice
on what to select from within their plan.
With our 401k/403b Review we provide the practical guidance
to help you get the most out of your current retirement plan.
We measure statistical risk and correlation to ensure you get
an optimal level of diversification and cost structure for your
desired risk level.
401k/403b Plan Analysis/
Recommendation
Could you benefit by getting a second opinion?
We’ll provide you with a detailed
action plan to
improve
,
manage
and
maintain
your portfolio.
Consulting
Services
Are you getting the most from your Retirement Plan?
