As interest rates have fallen to levels where traditional investment thinking no longer works, you now face a dual challenge: Taking on more risk to generate the cash flow you require, AND the possibility of outliving your money. This raises the stakes, elevates anxiety, and makes you more susceptible to the kind of decisions which can derail the best laid plans.
To break the cycle, you need an investment strategy that accounts for human emotions. By smoothing out portfolio volatility, and delivering better “risk adjusted returns” we can help you sleep better at night. Since our Private Client services require a min of $1 Million dollars, we created the “Sleep at Night” suite of solutions with BMO so investors with any size portfolio can “Get Some ZZZs” !