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 a number of statistical measures, including:
Fixed Credit Quality/Duration
Other Statistical Measures
If you would like to learn more about the DWM Stress Test Analysis Service please fill-out the form below or call us at 800.947.3864 for more information.
*Minimum portfolio size is $500,000, subject to Advisor discretion.