INVESTMENT RISK MANAGEMENT
In the world of finance, the identification, analysis, quantification and reduction (or acceptance) of uncertainty is called “risk management.” An investment advisor provides risk management services when she or he attempts to quantify the potential for loss and takes the appropriate measures to mitigate risk to the level that makes the most sense for the individual. Investment managers use metrics like standard deviation against market benchmarks to measure, quantify and manage risk.*
* The management of portfolio downside risk may be more important to investors than portfolio upside potential. Alpha Beta Gamma uses a process that begins with the identification of every client’s individual risk limits.
BEYOND YOUR PORTFOLIO
Risk management can also involve seeking to minimize other forms of risks—especially the many risks you may face in retirement. These include the risk of disability or becoming disabled in the future, the risk of needing long-term care, unanticipated medical expenses, potential loss of income when losing a spouse, market risk, sequence of returns risk and much more. These risks can impact your life as well as your finances.
We have two divisions of Alpha Beta Gamma set up to help you address risk in its many forms. Call us at (866) 837-0999 for a no-obligation conversation about our processes to help you reduce risk in your life.
Curious about your own personal investment “Risk Limit?” Take this award-winning, quick questionnaire to find out your “Risk Number.”
* The management of portfolio downside risk may be more important to investors than portfolio upside potential. Alpha Beta Gamma uses a process that begins with the identification of every client’s individual risk limits.
