Risk-Managed Strategies for uncertain times
In today's uncertain economic environment, you may be concerned about your financial future and meeting your retirement goals. That's where we can help. Our experience, discipline, and risk-managed strategies can help you invest for the future with comfort, confidence, and peace of mind.
At Steel Peak Wealth Management, we believe that the key to helping you grow your investments more consistently, comfortably and effectively over time is following a disciplined investment process that emphasizes risk management and capital preservation. If we can avoid big losses in down markets, we'll never have to make up for those losses in up markets just to get back to even and begin growing your portfolio again. We use our broad range of targeted investment strategies to custom-tailor each client's portfolio to his or her unique objectives, time horizon and comfort level with risk.
At the heart of our approach is the "Efficient Frontier," a cornerstone of Modern Portfolio Theory. First introduced in 1952 by Nobel Prize winning economist Harry Markowitz, the Efficient Frontier provides an effective framework for structuring investment portfolios to maximize returns for a given level of portfolio risk.
Optimizing Your Portfolio to Maximize Your Results
Efficient Frontier principles guide us in selecting the most appropriate and effective mix of asset types within your portfolio. These may include stocks, bonds, commodities, real estate and cash. As market and economic conditions change, we may make marginal adjustments to seize opportunities and avoid risk. Our approach seeks to improve your return while minimizing risk.
Alternative Investments for Greater Diversification
When appropriate, we will strategically incorporate alternative investments into your portfolio. Incorporating alternative investments with no correlation to the stock and bond markets into a diversified portfolio has historically increased returns while reducing risk and portfolio volatility. Our diverse and carefully-selected roster of alternative investments includes hedge funds, private lending funds, non-traded REITs, and private equity funds from leading investment firms.
Our risk-managed approach is ideal for retirees and pre-retirees looking to grow their wealth and generate a stable retirement income, comfortably, consistently and without losing sleep. Call us today to start investing more effectively and with greater comfort, confidence, and peace of mind.
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