Risk mitigation is a critical aspect of our investment strategy, aimed at preserving your hard-earned assets from unexpected events that could impact the value of your portfolio. As your financial advisor our mission is to help you navigate the complexities of the market while minimizing potential downside risks. Our unique approach to risk mitigation is designed to provide you with an actively managed portfolio to help you achieve your financial aspirations while seeking to minimize unnecessary risks. Your financial well-being is our top priority.

We employ several key strategies in our discretionarily managed portfolios to achieve this:

DIVERSIFICATION

By strategically allocating your assets among different types of investments based on your risk tolerance, investment objectives, and time horizon, we aim to create a well-balanced portfolio that can withstand market fluctuations while still pursuing your long-term financial goals. Please note that diversification does not guarantee a profit or protect against loss in a declining financial market.

DOWNSIDE TARGET PRICING

We use this technique to establish specific price thresholds at which we intend to either buy, hold, or sell an asset seeking to mitigate potential losses. By setting downside targets, we aim to preserve your capital by preemptively identifying levels where we believe the asset's value may decline significantly. This proactive approach allows us to maintain discipline and manage risk effectively in volatile markets, ensuring we exit positions before losses escalate beyond predetermined thresholds.

PLANNING

Through regular reviews of your financial plan and investment portfolio we ensure your goals and risk tolerance remain aligned. This ongoing monitoring and adjustment process is crucial for staying on track and adapting to changing market conditions over time.