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When it’s time for a check-up on your health, you visit a doctor for a physical. When you want to check on the health of your investments, what do you do?
One of the best things you can do is get an updated performance report from Morningstar, a leading financial and investment software company. Their reporting provides you with both a macro and micro assessment so you can understand how your investments are doing on a global perspective, across all holdings of all accounts. You can also review each individual holding to see how it is adding or detracting from the value of your account(s).
The Morningstar report offers a deep dive into key indicators such as risk, return, and correlation to evaluate the quality of various portfolio designs. Our advisors help every kind of investor whether you are a DIYf-er, collaborator or a delegator so you can better evaluate the strengths and weaknesses of your portfolio.
Our team knows it’s critical to protect our clients from the devastating impact large drawdowns can have on the long-term growth of an investment portfolio. We work with an investment team that has developed and implemented investment strategies specifically geared toward our client’s unique investment goals as well as their tolerance for risk.
Our investment team’s approach is based on using varied strategies to help minimize risk. While each of our strategies has its own methodology, our focus is to avoid major losses. We believe that diversification across multiple risk-controlled strategies helps manage wealth for both performance and protection.
In attempting to avoid large-scale losses, we utilize strategies that emphasize low correlation to broader volatile market activity, whether through hedged equity with the use of protective options, tactical strategies to dynamically adjust to market conditions, or other risk management practices.
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Physicians Thrive is a dynamic, full-service financial planning company helping doctors take control of their money. You spend your days caring for everyone else – let us take care of ensuring your investments are in order.