Vaultis Private Wealth is committed to providing the highest quality financial consulting services to our clients. Through our tactical multi step experience, we combine transparent investment management capabilities by a select group of portfolio managers, patented risk fingerprint technology, objective performance monitoring, and the personal attention of our advisory team.
We Capture Your Personal Risk Number
The first step is to answer 10-15 questions covering topics such
as portfolio size, top financial goals, and what you’re willing
to risk for potential gains. Pinpoint your exact Risk
Number to help guide our decision making process.
Together We Review Your Current Investments
It turns our 4 out of 5 of people have more unknown risk in their
portfolios than they previously realized. Next we will
import your current investments to analyze if your current
investments are appropriate for your personal risk tolerance.
Align Your Portfolio to Match You
After pinpointing your personal Risk Number, we’ll craft a portfolio that
aligns with your personal preferences and priorities, allowing
you to feel comfortable with your expected outcomes.
The resulting proposed portfolio will include projections for
the potential gains and losses we should expect over time.
Stress Test Your Portfolios Investments
Stress tests illustrate how your proposed portfolio would
have faired through various market events over the past 8
years, including the financial crisis and recovery.
Preview Portfolio Risk & Reward Potential
We can visualize the risk and reward profile for each individual
investment we propose for your portfolio. Illustrating risk,
reward and diversified risk gives us a powerful tool to review
before we make any final investment decisions.
Meet Your Retirement Goals
We also actively review every quarter progress toward your
financial goals by building a Retirement Map. When we are finished,
you’ll fully understand what we can do to increase your probability of success.