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Analyzing Consolidated Holdings

Defining our clients risk tolerance and determining the products that are suitable for them is imperative because it shapes the lens through which our advisors analyze our incoming client's holdings.  It is common for us to find that an incoming client’s holdings do not in any way accord with their appetite for risk.  This can lead to significant adjustments.

We might also find at this point that an incoming portfolio is over allocated in a particular stock or position.  This may expose the portfolio to needless risk or risk that can be diversified away through targeted reallocation.

Neither diversification nor asset allocation guarantee against loss, they are methods used to manage risk.