Investment Risk Management:
Find the Right Balance
Investment risk isn’t only about the marketplace; it’s about you. What level of volatility and risk can you and your finances tolerate? What level of risk do we think can allow your portfolio to grow at a rate that can fund your goals? These questions are key to determining the risk target for your portfolio. And the good news is, we can help you answer both – with confidence.
Risk and knowledge go hand-in-hand. At Laird Norton Wealth Management, we focus on fully informed, intelligent risk-taking that fits your risk tolerance. To strike your balance, we apply robust risk analysis, including quantifying market risk, understanding how asset prices move together (or not), and “what if” scenario analysis, both before and after we invest.
The highest return for the level of risk that is right for you
Using realistic risk parameters and knowing what your needs are, we can adjust the asset allocation in your portfolio to get more reliable cash flow from your investments and less price volatility. This helps to take emotions like fear out of the picture, making it less likely that you will panic sell during a market plunge, possibly losing years of investment appreciation.
Managing risk at the source
In-Depth Asset Manager Research, Selection and Monitoring. We invest only with asset managers we believe can deliver the highest risk-adjusted returns over a full market cycle. For each major asset class, we choose managers we believe to be best-in-class using a proprietary process that involves data analysis and in-depth interviews. Each step in this process is designed to give us insight into what is driving valuations in each asset class and enhance our view of the strengths and weaknesses of each manager.
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