In today’s volatile environment it is sometimes difficult to understand how you are actually invested if you own a mix of individual positions, ETF assets, and index/mutual funds. Transparency is a challenge.
At Destination Wealth Management, we have developed a process that allows us to stress test a portfolio to help identify what risk factors exist in a portfolio. At last there is a way to have clarity about how your entire portfolio is invested and whether or not it meets your needs and comfort level.
We invite you to learn more about the DWM Stress Test Analysis Service or call us at 800.947.3864 for more information.
FORM HERE
*For qualified investors with investable assets of at least $500,000.
DISCLOSURES: Destination Wealth Management’s (DWM) stress test is unique to each individual and constructed with information provided by third party sources, based on information provided by the prospective client. Morningstar is used as our analytical tool. Diversification strategies generated do not ensure a profit and do not protect against losses. Investment strategies implemented by Destination Wealth Management are susceptible to market fluctuations and have the potential for investment loss. Destination Wealth Management does not guarantee any investment results or performance.
