Risk is a complicated subject. It’s not easy to look at your investments and quickly understand the possible losses your portfolio may sustain.
Let our team run a free, no obligation risk assessment for you. We measure your portfolio across a number of different factors to find where unseen risks may be hiding.
Risk, in the context of investments, is a multifaceted concept. It's not straightforward to glance at your investment portfolio and immediately comprehend the potential losses it could incur.
At Landsberg Bennett Private Wealth Management, we specialize in risk assessment and management. We offer a complimentary, no-obligation risk assessment service. Our team of experienced professionals evaluates your portfolio across various parameters to identify hidden risks that could potentially undermine your financial goals.
Our approach to risk assessment is comprehensive. We consider factors such as market volatility, sector concentration, liquidity risk, and interest rate risk. We also consider how comfortable you are with taking financial risks and what your financial aims are.
After we've identified the risks, we team up with you to devise a plan to handle these risks. This could mean spreading out your investments, changing where your resources are placed, or using methods to protect against losses. Our aim is to make sure your collection of investments matches how much risk you're willing to take and what you're hoping to achieve financially.
We begin by understanding your risk tolerance. This involves evaluating your financial goals, investment horizon, and your comfort level with potential losses.
Next, we conduct a thorough analysis of your investment portfolio. We assess various risk factors such as market volatility, sector concentration, liquidity risk, and interest rate risk.
Based on the portfolio analysis, we identify potential risks that could impact your financial goals. We also search for less obvious hazards that may not be instantly visible.
After we've pinpointed the risks, we collaborate with you to form a plan to manage these risks. This might mean spreading out your investments, reshuffling where your resources are placed, or using methods to guard against potential losses.
After agreeing on a risk management strategy, we assist you in implementing it. This could involve making changes to your investment portfolio or setting up hedging instruments.
Investment risk is not static; it changes with market conditions. We conduct regular reviews of your portfolio and the associated risks, making necessary adjustments to help ensure your risk level remains aligned with your risk tolerance.
We help you plan for your children's education expenses. This includes setting up education savings accounts, such as 529 plans, and exploring other funding options.
We team up with you to understand your financial goals and your comfort with risk. This understanding is key in forming a financial strategy that syncs with how much risk you're willing to take and your financial targets.
We oversee your investment collection with a strong focus on handling risk. This could mean spreading out your investments, reshuffling where your resources are placed, or using methods to guard against potential losses.
We conduct regular reviews of your portfolio and the associated risks. This allows us to make necessary adjustments to help ensure your risk level remains aligned with your risk tolerance.
We examine your existing insurance policies to confirm they offer suitable coverage for your financial risks. This covers life, health, and disability coverage.