Prosper with Purpose  

Behavioral Coaching

A strong behavioral coach understands an investors goals and fears and is able to help steer their financial behavior. Some investors become overly optimistic when markets are rising, or overly pessimistic when markets are declining. Left to their own devices, many investors buy high and sell low. An advisor can help an investor remain objective and disciplined through the cycle of market emotions.

Asset & Allocation

Advisors are trained and licensed to do what is in their client’s best interest. A big part of this obligation is to really “know the investor”. Knowing an investor includes revealing the investor’s willingness and ability to tolerate risk. Advisors have a fiduciary responsibility to make sure their clients understand investment risks.

Active Rebalancing

Often when advisors recommend changes to client portfolios, the number one reason is rebalancing. Rebalancing a portfolio regularly can help an investor stay within a risk tolerance zone and prevent an overreaction to market movements, benefits that outweigh rebalancing costs.