JC Grason

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Wealth Management

Our structured approach to investing starts with ensuring your income and liquidity needs are met. From there, we can then shift our focus to further increasing wealth through our unique investment strategies.

Minimizing Losses Is Just As Important As Maximizing Gains

Given the stage of life most of our clients are in and the seemingly erratic nature of today’s markets, we believe that minimizing losses is just as important as maximizing returns. That’s why our focus is first and foremost on defending against the devastating impact large drawdowns can have on a retirement portfolio.

Risk-Managed Strategies

Our approach is fundamentally based on using varied strategies to help minimize downside risk in retirement. While each of our strategies has its own unique methodology, our main goal is to avoid large-scale losses. We believe that diversification across multiple risk-controlled strategies helps manage wealth for both performance and protection.

Because Risk Is the One Thing You Can Control

In attempting to avoid large losses, we utilize strategies that emphasize low correlation to broader volatile market activity, whether through hedged equity with the use of protective options, tactical strategies to dynamically adjust to market conditions, or other risk management practices. By partnering with experienced, innovative money managers, we can actively assess global market conditions and economic data to make real-time decisions based on market trends.

An EKG for Your Portfolio

To appropriately identify any potential areas for improvement, we begin with a “Stress Test” of your current portfolio to assess how it might perform through a wide-range of macro economic conditions and historical market cycles. If you'd like us to put your current portfolio through the paces and answer the "What-Ifs" that may be keeping you up at night, click here to request a complimentary consultation with one of our licensed professionals.


Important Notes: All investments involve the risk of potential investment losses as well as the potential for investment gains. Prior performance is no guarantee of future results and there can be no assurance, and clients should not assume, that future performance will be comparable to past performance.

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