PORTFOLIO SOLUTIONS HARNESSING RISK
For advisors ready to chart a steady course.
MANAGE CLIENT ANXIETY BY REDUCING THE
EXPECTED RANGE OF OUTCOMES IN THEIR PORTFOLIO
Why take on more risk than necessary? DataDriven Advisor allocates assets based on data, finance and Nobel prize-winning theory. The DataDriven Process is a mathematical system that we use to lower volatility. It’s robust, yet simple, to enable you to allocate client accounts among three portfolios, categorized by risk.
Here is what we look at:
DataDriven Advisor is a financial services company with a vision to help financial advisors across the United States deliver a better financial planning and investment experience to their clients.
Play this game with your client:
You’re going to determine their returns for the next 12 months. Have them put all of their money on the table in front of you. Hand them a nickel and a quarter, then ask them to choose a coin under these assumptions.
WHICH COIN DID THEY CHOOSE?
If your client chose the nickel, they have indicated that they’re more concerned with risk than return.