Risk Management

“Risk comes from not knowing what you’re doing.” Warren Buffet

Risk management is a key component to our wealth management business in Westchester County. Understanding a client's risk tolerance and matching them with the appropriate portfolio is the single most important piece of investing. Most people tend to sell when the market is low and buy when the market is high. Understanding a client's risk tolerance, and managing the portfolio for risk, greatly increases our chances of avoiding this foible.