How Does it Work?
We’ll guide you through a straightforward 3-step process
Know What You Own
Our software will help you understand the composition of your portfolio to help you determine if you are overexposed to a potentially troubling sector, industry or strategy.
Discover Your Personal Risk Score
Let’s face it! Everybody’s different. We’ll use sophisticated analytics to help you discover the proper amount of risk you should be taking given factors that are unique to you!
Stress Test Against Unpredictable Markets
Whether it’s extreme events or common market movements, forces outside of your control constantly test your portfolio’s resilience. We’ll stress test your portfolio to help you prepare for the unexpected.
FREE Written Analysis
Prepare for the unexpected with your FREE stress test report customized for you.
We’ll compare your portfolio to several past events — events that could happen again in the future. You’ll learn how your portfolio might perform under the stress of the following scenarios:
- What if the 2008 financial crisis repeats itself with your current portfolio?
- What happens if the 10-year U.S. Treasury rate rises?
- How would an increase in inflation expectations affect you portfolio?
- What if stock market volatility rises?
- And many more!
In addition, you’ll learn if your personal tolerance for risk matches your portfolio’s risk along with suggestions to help you weather the unexpected.
Complete the questionnaire below to get started.
Order Your Stress Test Here
If you’re ready to take a deeper dive into the investments you own, please complete the following information. We’ll be in contact with next steps.
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About Richard Sturm
Wealth Manager
Richard has been working in the financial services industry since 1989 educating families on the complex decisions they must make when retiring from their jobs.
His investment career began at MetLife Securities where he specialized in the unique needs of retirees including the management of his customer’s pension and retirement assets. Helping his clients achieve their financial goals became Richard’s passion which ultimately led him to open a private financial planning practice including full-service brokerage and financial planning services.
With over 30 years of experience, Richard continues to focus on bringing his premium customer service experience to his clients, families, and heirs.
Richard is currently registered with FINRA with Series 6, Series 7, Series 63, and Series 65 licenses through LPL Financial. He holds a degree in Business.
