Register for Client Education Seminar. Learn More »

New Technology to start off the New Year!

by AOG Wealth Management

HAPPY NEW YEAR!

Several weeks ago, we provided you with the first update on several new pieces of technology that will make their debut in 2014.  This week, we are excited to share with you two additional components – Finametrica and IPS Advisor Pro.

Finametrica is an in-depth risk tolerance questionnaire that focuses on analyzing feelings towards risk from a variety of perspectives.  The questionnaire is then integrated into a customized investment policy statement (IPS), created through IPS Advisor Pro.  The IPS provides an overview of AOG’s investment philosophy, monitoring procedures, and responsibilities in conjunction with the client’s investment objectives, risk tolerance, and appropriate asset allocation model.  These tools will enable us to improve our existing procedures for documenting and understanding our clients’ unique goals, objectives, and risk tolerance.

Next steps:  Prior to your first meeting of 2014, we will be setting up calls to provide instructions to access the questionnaire and to answer any you may have while completing your assessment.  Once the questionnaire has been completed, we will prepare an investment policy statement that outlines your investment goals, risk tolerance, and appropriate portfolio model that will be presented during the meeting.

We are looking forward to seeing each of our clients in 2014 and utilizing these new and exciting tools!

Category: Blog