Understanding and Control in Your Time
The Investment Mirror™ is a proprietary tool which allows our
clients to control all their investment accounts on one single page.
Examples of its functionality include:
- A framework for selecting a mix of equities and fixed income
consistent with your life goals, risk tolerance, liquidity needs,
and tax situation
- Asset allocations targets which efficiently capture full market
returns across the full spectrum of global assets
- Ability to quickly "eyeball" actual investments vs.
allocation targets and to identify when rebalancing is needed
(other than when your broker needs a sales commission).
- Ability to quickly "eyeball" idle cash and to
understand if and where you should invest it.
- An "eyeball" assessment of expected returns over
various time horizons, helpful to assess appropriateness of portfolio
risk levels
- A what-if function to help plan savings programs., future withdrawals,
effects of higher/lower investment returns....
- A "guesstimate" of future sustainable cash withdrawals
Clearly, the Mirror gives the client a real sense of understanding
and control the brokerage statements can't match.
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