Why, How, What

Investing for and in retirement should not be costly, complicated, and dangerous (black swans, sequence of returns). The financial services industry unfortunately has made it this way. The industry doesn’t make it easy for an investor to avoid a confusing and potentially costly-risky decision making process. I believe it doesn’t have to be this way. I believe prudent decision making can avoid these issues and risks.

How: Deliver a high value prudent decision making approach through a robust long-term investing solution for both pre-retirement accumulators and those in the distribution phase of retirement that is reliable in both bull and bear market cycles.

What: Prudent decision making via a dynamic asset allocation strategy.

– Terry Grennon