We take every precaution to take as much risk as possible off the table for our clients. We undertand that after the recent financial crisis, that many of our clients just don't have the stomach for risk and it is our model to help our clients take advantage of opportunistic growth that is a series of small wins that are designed to work together to add up to the types of gains our clients need in order to reach their goals safely.
At HoyleCohen, we focus on reducing or eliminating as much unnecessary risk as possible for each client. One risk we work relentlessly to reduce is the downside risk of each client’s investment portfolio. Many wealth managers and investment advisors rely on traditional diversification as their primary way to reduce portfolio risk. The 2007-09 downturn in financial markets revealed that this form of risk management often breaks down during the most severe downturns, just when an investor needs it the most. Our CorePlus approach is different. We combine strategies designed to limit, and in some instances to benefit from downside risk. The result from an investment perspective is portfolios designed to track the upside of a more traditional portfolio with much less downside risk. For more information, please see our disclaimer here.