Investment Process

A successful investment strategy starts with understanding the risk you want, have, and need to reach your goals. Using advanced analytical tools, we compare your current portfolio with your objectives and personal preferences, helping align your investments with your risk profile and financial plan while offering peace of mind and greater confidence through changing market conditions. Whether you are in the state of accumulation, preservation, distribution or have a mix of priorities, constructing a sound, diversified portfolio is critical. Based on your Risk Number, we work to build your portfolio that is aligned with your risk tolerance and is designed to consider a diverse set of potential market outcomes.

• Working within your risk parameters to navigate the ups and downs of the market
  
• Use of multiple analytical tools and resources
  
• A full team of credentialed portfolio managers to aid in portfolio design and construction
  
• Collaboration with financial professionals to gain a unique perspective and broader market viewpoint

At Falck Financial Services, we use the Riskalyze analytical tool from Nitrogen, the world's first risk alignment platform, to help build an investment strategy tailored to your goals and comfort with market volatility. The process begins with a brief questionnaire covering topics such as your portfolio size, financial goals, and willingness to accept risk in pursuit of potential returns. From there, Nitrogen calculates your personalized Risk Number, a score from 1 to 99 that precisely measures your comfort with downside risk and potential upside gain using a Nobel Prize-winning mathematical framework.

Your Risk Number serves as the foundation for evaluating your current portfolio, building an investment strategy aligned with your personal preferences, and helping determine the level of risk needed to pursue your long-term goals. We can also stress test your portfolio under a variety of market conditions, illustrate potential outcomes, review your 95% Probability Range, and set realistic expectations for how your investments may behave over time. Backed by years of experience, we'll help you make informed decisions and confidently navigate life's transitions.