Win More Clients
Take a nebulous risk tolerance conversation and give it life with economic “what-ifs” that the public can relate to. Use our comparison report to compare a client or prospect portfolio with your recommendation.
Use real-time stress test results to show how different investments perform in economic environments. For example, show how your separately managed account or put option moves up in an S&P drawdown.
Manage Client Expectations
Whether you want to quickly calm your worried clients, or give high-net worth individuals white glove treatment, the HiddenLevers risk profile can help. By putting a portfolio in proper context and addressing fears head on, we will help you be exemplary.