Portfolio Construction & Risk Management - Step 1 of x (30mins)

The goal of this introductory meeting is to understand the amount of quantifiable risk you and your family can sleep with at night. This is both and art and science. It is directly related to the planning stage. Once you - not us - feel comfortable with the amount of risk, a discussion of how to construct an appropriate portfolio can ensue. We will also ask if your current portfolio's risk is commensurate with the risk we were able to quanfify.