We've developed a process 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 examine 14 key statistical measures, including:

  • Volatility Characteristics
  • Fixed Credit Quality/Duration
  • Valuation Metrics
  • Other Statistical Measures
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We invite you to learn more about the DWM Stress Test Analysis Service* or call us at 800.947.3864 for more information.

*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.

To see additional disclosures, click here.