Mapping Investor Needs
Good advice never changes. Yet not all advice is suitable for every individual, family, or institution.
We employ algorithms as a starting point to understand your risk Preferences, Capacity, and Requirements to find a custom financial plan for you to begin with. We then personalize it through one-on-one discussions with human advisers.
To precipitate your risk profile we use a proprietary framework called the PCR Triangle – Preferences Capacity Requirement Triangle, which measures your preference for volatility, your ability to take risks, and the objectives of taking those risks.