Portfolio Risk Assessment
Wealth Management
Gone are the days of stereotyping investors with subjective semantics based on their age, e.g. “Conservative” or “Aggressive.” Based on our software and research, and our desire to do what’s in the best interests of investors we are able to give a quantitative answer to your portfolio risk. In the market place the banks and investment firms are unlikely to show you a quantitative model of your portfolio and articulate the exact downside and upside in the coming 6 months. When pressed, many representatives will waffle in their language and be vague using terms like “balanced approach” or “middle of the road.”
Here at Napoli Wealth Management we will provide you a precise picture of your portfolio’s upside, and more importantly the downside potential. We will assign a risk score to your portfolio between 1 and 100 giving you an accurate expectation. Now you can review your current holdings and know, vis a vis our stress test capability, what your portfolio did in the last market crash AND what would it do today if there was another. If you’re not comfortable with the performance we’re able to make adjustments now, beforehand instead of waiting till it’s too late like at other banks and investment firms.