The way an investor feels about risk can be different based on the individual. These feelings can also change with time. Risk is inherent when investing, but at Genesis Financial Group we believe that by developing a relationship with our investors we can better manage risk during times of heightened market volatility.
By utilizing a unique and innovative process built on decades of academic research, Genesis Financial Group can quantify the risk tolerance of an investor to help build a customized investment portfolio. We believe that by combining a client's risk profile with a disciplined investing approach your portfolio will more accurately define your investment goals and expectations.
The process begins with a 5-minute questionnaire that covers topics such as top financial goals and what you are comfortable to risk for potential gains. After this we will pinpoint an exact risk number to guide our decision making.
Next, we craft a custom portfolio that aligns with your personal preferences, priorities, and portfolio size. This allows our clients to feel more comfortable with the potential gains or losses we could expect over time.
This is just one tool that Genesis Financial Group uses to empower investors and help take the guesswork out of your financial future.
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