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:

Volatility Characteristics

Fixed Credit Quality/Duration

Valuation Metrics

Other Statistical Measures

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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.


DISCLOSURES: Destination Wealth Management’s (DWM) stress test is customized based on each individual and constructed with information provided by third party sources, based on information provided by the prospective client. 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.