Request Your Fee Appraisal
Choose an investment solution that stays
tuned to your risk-preference
Communicating your risk tolerance is more than answering a few questions from templated questionnaires that ignore the anxiety you feel when exposed to volatile markets. There’s a better way.
Many investors don’t understand portfolio risk. Aligning portfolios with the risk-preferences of investors has been diluted down to a series of questions and a standard set of product options; and this often forces investors to accept recommendations from advisors without appreciating the imbedded risk in the advice they receive.
We address the mismatch between conventionally managed portfolios and how investors prefer to have their money managed. We monitor and adjust portfolio risk so it continues to be aligned to your risk-tolerance and communicate it in a way you can appreciate and understand. With DFS, you can experience a steadier investment journey.