Why Goal-Based Portfolio Construction?
At Providence Wealth Partners, we focus on how to invest for our clients, not just where to invest.
We focus on the
goals that investors
want to achieve
Such as retirement security, paying for college or purchasing a house — then use these goals to drive investment strategy and monitor progress.
This strategy puts the Investor — rather than the Investment — first.
How Goal-Based Investing Works
We discuss specific financial goals with our clients
We measure risk tolerance for each client as it relates to market events and investor behavior
We create an asset allocation for each client that seeks the client’s desired outcome
We measure each client’s
success by comparing reality to the client’s goals
Risk is not just volatility…
We look at Risk not just as market volatility, but also the possibility that our client may not reach his or her goals.
Risk to our clients can sound like …