Risk is not good or bad. It just is. But you need to identify it before you can decide what to do about it.
We use institutional-quality factor analysis to identify and manage risk in a portfolio. Please call or email to schedule a meeting to see how we create, stress-test and manage portfolios with the goal of maximizing a client’s risk-adjusted returns.
We are currently conducting meetings via video-conference. All you need is a computer & a phone.
Brent A. Ford, CFP®
Wealth Management Advisor
White Oak Financial Management, Inc.