Investment Planning
Are you reasonably sure that your investment plan will help you achieve your financial goals?
No matter your stage in life, our team will take time to understand your goals and objectives and help you develop a comprehensive financial strategy that can be revised to account for changes in market and personal conditions. We utilize the science of statistical modeling and advanced simulation methodology as a tool to help clients measure their progress toward stated goals and understand the impact that different market environments can have on their investment plans.
EnvisionSM is the innovative investment planning tool we employ that helps us analyze the delicate balance needed for you to make progress toward your goals while seeking to avoid unnecessary investment risk. Envision simulates hypothetical market and economic scenarios and provides us with outputs we can use to adjust your investment strategy to reflect both realistic expectations and your own comfort level.
Sample Envision Reports:
IMPORTANT: The projections or other information generated by Envision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
Envision Methodology, Selection Criteria and Key Assumptions
Envision’s simulation model incorporates assumptions on inflation, financial market returns and relationships between these variables based on an analysis of historical data. Using Monte Carlo simulation and data provided by the Center for Research in Securities Pricing, Envision simulates thousands of potential outcomes over a lifetime of investing. The varying historical risk, return, and correlation between the assets is based on indexes over several market cycles. If the indexes do not provide enough historical data to gauge asset-class performance, we may use the data of related asset classes. Elements of this report’s presentations and simulation results are under license from Financeware, Inc., patents pending. ©2009 Financeware, Inc. All rights reserved.
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