Partnering with Advisors Who are Helping Investors Gain Confidence in Their Approach to Personal Finance.
Work with an advisor who will help tailor an investment experience to you.
Money is personal, and Simplicity Wealth believes investors deserve an advisor partner that will provide them with a bespoke investment experience tailored to their needs and objectives.
Simplicity Wealth’s discipline is built on the foundation of holistic planning and how investment and insurance solutions can work in concert to help mitigate six fundamental financial planning considerations* with the purpose of helping advisors, help their investor clients achieve their financial goals.
Once the agreed plan is in place, Simplicity Wealth proactively helps advisors manage it, evaluate its progress, and adjust it to meet shifting objectives and changing market dynamics. Simplicity Wealth strives to exceed investor expectations and provide transparency into its process so that advisors and investors can remain confident throughout the partnership.
Emotionally driven investment decisions can often result in missing out on greater return opportunities. Investors deserve a plan that works to utilize their wealth to meet their goals and objectives and allows them to withstand market fluctuations with confidence.
Helping advisors support a holistic plan for growing and protecting investors’ wealth.
Remain Committed
to the Strategy
Helping investors be confident in and committed to their investment plan with risk-tolerance based investment strategies.
Look to Optimize
Total Return
Supporting advisors in deploying custom investment and tax strategies for growing and shielding investors’ assets.
Protect and Preserve
Investable Assets
Assisting advisors with building investment strategies in support of a client’s holistic financial plan and life objectives.
Simplicity Wealth’s dedicated approach that puts investors first.
Step 1
Start Smart
Helping investors be confident in and committed to their investment plan with risk-tolerance based investment strategies.
Step 2
Apply Discipline
Next, your advisor will design an investment strategy that works to grow and protect the investor’s wealth, keeping their goals and objectives at the forefront of the planning process.
Step 3
Communicate Progress
Lastly and continually, your advisor will work to ensure transparency of the investor’s investment plan by providing visibility, proactive outreach, and accessibility throughout the working relationship.
What’s a Risk Score?
Risk tolerance is an investor’s ability to remain invested during downward market cycles in exchange for a potential return.
Intelligent, Disciplined Investing with VaR and AssetLock
Value at Risk (VaR) Analysis
It’s important that investors understand their risk tolerance so that they can help guide the design of their investment strategy. Simplicity Wealth’s approach looks to balance the investor’s desire for returns goals with their ability to stay confident and invested throughout market cycles.
To help investors understand their risk threshold Simplicity Wealth helps advisors deploy a proprietary algorithm rooted in the well-known Value at Risk (VaR) measurement that helps quantify the investor’s sentiment toward financial uncertainty, specifically their emotional tolerance with respect to the magnitude and speed of potential investment loss. This Analysis produces a VaR Score that can help determine if the investor’s existing portfolio aligns with their risk tolerance.
AssetLock
AssetLock is a proprietary investment portfolio monitoring service that delivers personalized communications to advisors and investors in a secure environment.
This technology informs investors about their portfolio’s progression according to their risk tolerance, as represented through their VaR Score.
AssetLock® is tracking software used to monitor the performance of a client’s household portfolio and predetermine the amount of downside the client is willing to tolerate. The AssetLock Threshold is the maximum percentage of the downside the investor is willing to accept inside the portfolio as determined by Simplicity’s proprietary risk scoring algorithm, which is based on a Risk Tolerance Questionnaire and Value at Risk (VaR) Analysis of the household and model portfolio(s). It is NOT an actual stop order and will NOT automatically sell the individual securities in the household portfolio. The information provided here is not investment, tax or financial advice. You should consult with a licensed professional for advice concerning your specific situation.
