Market Movement Solutions ® was built by a team of highly experienced industry professionals with one goal in mind… to keep Advisors on the forefront of industry trends and help redefine the Advisor-Client experience.
When a client fills out a traditional risk profile questionnaire and learns they are balanced, for example, they typically don’t know what to expect in terms of investment results or risk of loss. In addition, there is a significant disparity in both performance and risk between different “balanced” investments. In short, they are flying blind. RiskPro® is going to change all of that.
Nick Scalzo, CEO, The Elements Financial Group
It is time for folklore to be replaced with reality. Market Movement, not asset allocation or security selection, is the primary driver of returns.
Roger Ibbotson, Professor of Finance at Yale School of Management
Simplicity is the ultimate sophistication.
Leonardo da Vinci