Hawaii Investment Advisors | Sage Financial Investments
Our wealth management methods use a process known as Strategy Diversification that goes beyond traditional asset classes.
The guiding principle for this process is to deliver opportunities that are flexible with a risk-first mindset.
In short, the process is designed to protect and grow wealth. It considers your risk tolerance and aims to limit potential losses.
We use this approach for one very good reason – Our goal is to build long-term investments for you that experience the power of compounded returns.
The depth and breadth of our investment platform is a considerable advantage in strategizing your current financial picture and future financial goals — and your tolerance for risk.
What the Risk Profile Achieves
By completing a Risk Profile Questionnaire (RPQ), we make it clear to both you, the investor, and us, the advisor, what investment solutions are best suited to you, from conservative to aggressive risk tolerances.
While there are several other factors to consider along with the results of the RPQ, it does help serve as a guide to building an overall financial solution. One that fits You.
Broad Strategy Diversification Helps Manage Portfolio Volatility
The benefits of multi-strategy diversification are that the combinations of strategies improves your risk and your return. Every investor’s portfolio is dynamic and will change its market exposure over time.
Through tested tools and strategies, such as Risk Profiles, Research and constant Monitoring of Trends, we build and maintain for you a portfolio that addresses your investment challenges, manages volatility and incorporates flexible strategy diversification.