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704-674-5804 pj@fairviewfinancial.com
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  2. Managing Risk & Volatility

Managing Risk & Volatility

We manage risk and volatility in two important ways -

First we develop an appropriate asset allocation strategy based on each client's unique risk tolerance. Obviously, one of the most rewarding investment opportunities has been the stock market - since it comes with a substantial long term average gain. However, that very enticing return can take a long time to show up - and for many investors, the interim volatility is more than they can handle - both financially and emotionally. Therefore, we believe that in many cases (but not all) reducing the level of risk by including a component without downside volatility is critical.

Secondly we recognize that there are times when it is prudent to reduce exposure to all equity markets and we have developed a unique strategy which helps us to avoid overreacting to normal volatility without sacrificing our willingness to step aside when conditions truly turn negative.

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  •   4421 Kindletree Road, Charlotte, North Carolina 28210
  •   704-674-5804
  •   pj@fairviewfinancial.com
Investment advice offered through Fairview Financial LLC, a registered investment adviser. Registration does not imply a certain level of skill or training. The information contained herein is for educational purposes only. It is not intended to provide, and should not be relied on for, any tax, legal or investment advice. You are advised to seek the advice of a qualified professional prior to making any decision based on any specific information contained herein. The specific tax consequences of any investment or strategy will depend on your specific tax situation.

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