Andes Wealth CEO Helen Yang was recently featured in the WealthManagement.com Midyear Outlook with an article entitled “The Disconnect Between Risk Tolerance Questionnaire and Portfolio Decision.”
“Many firms use model portfolios to standardize their investment practices, and the most direct approach is to ask the client to pick a model in the model set based on the upside/downside tradeoff that the client is most comfortable with (see chart). It is like going to a café that offers salad, soup, sandwich, and hamburger, and you pick one based on your appetite.”
Click here to read the article.
