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Method

Retirement Extender® uses Modern Portfolio Theory as (MPT) as its primary investing strategy.  MPT is an investment strategy whose goal is to maximize investment return for a given amount of risk.  MPT believes that by adding additional asset classes to a portfolio (i.e. diversification) long-term returns increase and at the same time year-to-year fluctuations in portfolio value (also known as volatility or standard deviation) are reduced. Additionally, we use Monte Carlo Simulation when creating financial plans for clients.

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