Practical Advice, Confident Investment Management
Financial Planning and Investment Advice to Maximize Your Long-term Success
Secure your financial future with our personalized investment strategies.
Securus Financial has more choices and more options to create a diversified portfolio. By balancing risk and return we create a truly diversified portfolio to achieve your specific investment goals across market cycles.
Minimize risk, maximize success.
Our tailored risk management approach helps you navigate uncertainty and protect your retirement investments. By aiming for consistent returns we strive to limit large losses across market cycles to protect and grow your wealth.
How Much Risk is Really In Your Portfolio?
A Balanced Philosophy
We believe that it’s critical to defend against the devastating impact large drawdowns can have on the long-term growth of an investment portfolio. By developing and implementing investment strategies specifically geared toward our client’s unique investment goals, rsk tolerance, and time horizon we only recommend portfolios with the highest probability of success.
Strategy Diversification
Our investment approach is based on using varied strategies to help minimize downside risk. While each of our strategies has its own methodology, our main goal is to limit large losses. We believe that diversification across multiple risk-controlled strategies helps manage wealth for both performance and protection.
Risk-Managed Investment Strategies
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.
Personalized Investment Advice & Planning
The first step is to meet with you in person to better understand your goals, time horizon, and risk tolerance. This is how we develop a long-term financial plan tailored to your specific needs. This individualized plan serves as a roadmap to develop a customized investment strategy designed to grow and monitor your wealth.
Ready to see the new standard in personalized investment management?
Learn more our multifaceted investment approach.
Frequently Asked Questions about Investment & Risk Management Strategies
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When it comes to investing, understanding risk is crucial. But what is the most basic measure of investment risk? This metric can be applied to a wide range of investments, including individual stocks, bonds, a group of stocks, a combination of bonds, or a diversified portfolio of stocks and bonds.
Once you've identified the most fundamental measurement of investment risk, it's crucial to understand how it works and what the values represent. This knowledge can help you make informed decisions about where to invest your money, so you can confidently achieve your financial goals.
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As an investor, understanding your risk tolerance is important in finding suitable investments that align with your goals. Risk tolerance refers to the level of risk you're willing to take in pursuit of higher returns.
To determine your risk tolerance, there are a few questions you can ask yourself:
- Is protecting your portfolio more important than high returns? Depending on your answer, you may prefer investments that offer stability and lower risk or take on greater risk for a chance at higher returns.
- What's your investment philosophy? Consider your investment goals, time horizon, and overall financial situation. For instance, if you have a long time horizon and are comfortable with volatility, you may invest in high-risk assets like stocks.
- What significant expenditure do you have coming up? If you have expenses like buying a house or paying for college tuition, you may be more risk-averse in your investments to ensure you have enough money available when needed.
- What do your current holdings look like? Your risk tolerance may be lower if you currently hold mostly bonds or other low-risk assets. Conversely, holding mostly stocks or other high-risk assets may make you more tolerant of risk.
Determining your risk tolerance is a personalized process determining your circumstances and preferences. If you're looking for expert guidance to help determine your risk tolerance and develop an investment strategy that aligns with your goals, consider consulting a financial advisor.
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When investing, considering multiple factors to optimize your results is in your best interest. You should keep the following points in mind:
1. Investment goals: Identify what you want to achieve through your investments, your time horizon to achieve them, and your risk tolerance.
2. Risk vs. Rewards: Evaluate your willingness to take risks and determine how much you will lose.
3. Short-term Losses: Assess your ability to handle short-term losses based on your investment timeline.
4. Diversification: Spread your investments across different asset classes, sectors, and geographies to minimize market risk.
5. Avoid Overexposure: Do not overexpose yourself to any one particular area of the market.
To ensure a successful investment strategy, consider working with a financial advisor. They can support you in developing a tailored investment plan aligned with your preferences and optimized for your financial goals and risk tolerance.