RAISE 360 Philosophy

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.

Financial Diversification Strategy

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.

 

 

Investor Risk Profile Chart

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.

Inflation Vs Investment Returns
Stock Market Historical Trends
Past performance is no guarantee of future results. Not a recommendation for any stock but used for illustration purposes. Allocations can change at anytime without notice.

Get Your Wealth Management Questions Answered

Contact us today or call us at (808) 753-1868 and schedule a complimentary consultation or just to ask a few questions. We’re glad to answer them.