Shield Stage:
In this stage of goals-based investment management, emotions like fear or doubt can play a huge role in investment decisions. As the time to fund your goal approaches, we think about how you want to safeguard your wealth against the catastrophic losses that can derail your plans and jeopardize your financial comfort.
The strategy is designed to seek a smoother path to your goal with less participation in both good and bad markets. Three main components of the investment strategy: consistency, less loss tolerance, and rule-based.
Shield Portfolios:
- VAA Focused w/ Risk-Mitigation
- VAA Growth w/ Risk-Mitigation
- VAA Moderate w/ Risk-Mitigation