Investing is personal. At times, it can also be emotional. All too often, even experienced investors who work with an advisor can buy or sell at the wrong time. Instead, it is better to focus on what matters most to you to improve your investment experience.
Utilizing a mental accounting approach, we combine an investor’s personal objectives and risk tolerance to give more purpose to investing. Personal Benchmark portfolios are segmented into four separate investment categories, each with a different risk/return characteristic strategically combined to meet your overall investment objective.
Performance is measured in terms of progress toward achieving your outcomes versus beating a capital market index.