At Penn Wealth, we don't make any investment or portfolio decisions until we understand you, and this begins with your personal Risk Tolerance Number.
Consider this number a speed limit—from 1 to 99—which identifies how "fast" you wish to be driving with your investment portfolio. With speed comes added risk, but driving too slow can be equally problematic. When inflation is outpacing money market rates, and when bonds are dropping in value because rates are rising, overly conservative portfolios will lose ground. The objective is to find the right balance—unique to you—to assure we are moving forward at the appropriate speed.
Once we have identified your Risk Tolerance Number, the next step is to analyze your current investment portfolio and find your Actual Risk Level. This can lead to the rather uncomfortable realization that your goals and risk tolerance are not at all aligned with how you are actually invested. We begin working right away to sync these numbers.
Since circumstances are continually changing, both personal and external (economic conditions, geopolitical events, etc.), we constantly monitor your risk level and make adjustments as needed. We perform regular portfolio reviews which are provided to you through the encrypted Vault located within your Personal Financial Website.
Working together, we will help you achieve your financial goals as efficiently as possible, while giving you the confidence that undue risks are not being taken.
Want to identify your risk number right now? Simply select the box below to begin the process!
While our strategies are forward looking, based on the economic and geopolitical events we see unfolding, it is impossible to predict the future. Therefore, it is critically important to deploy a number of asset protection strategies to help mitigate potential loss due to unforeseen events.
The system begins with our extensive investment selection process. Whether we are buying fixed income vehicles for the Strategic Income Portfolio or a company on the cutting edge of a new technology for the Penn New Frontier Fund, we use a methodology developed over decades of market expertise.
Even the most stalwart of investments can turn on a dime. Consider companies like Boeing, General Electric, and IBM. No matter how safe you consider your investment portfolio, conditions can change rapidly. With every investment we make, we simultaneously develop an exit strategy, and we execute our trades with a precision unswayed by market emotion.
Fear and greed drive markets to an extraordinary degree. By using behavioral science to gain advantage, we find opportunities during market downturns, and take timely profits when greed has veiled threats we see on the horizon.
By developing the right portfolio mix for each individual or household, and continually monitoring the ever-changing environment and adjusting as needed, we strive to give our clients something they strongly desire from their finances: the ability to sleep soundly.
Don't wait another precious day—contact us through the following form, or call us at the number listed below, and let's begin the journey!
Penn Wealth Management
9393 West 110th Street, 51 Corporate Woods, Suite 500, Overland Park, KS 66210
Penn Wealth Management, LLC is a registered investment advisory firm. Advisory services are offered only to clients of Penn Wealth Management who have an advisory agreement in place. This website is for informational purposes only. For more information or for a copy of the firm's ADV Part II, please call (913) 538-7174 or email us at firstname.lastname@example.org.
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