Investing brings immanent risk that constantly evolves through the life of your portfolio.  The Perrini Cain Group places emphasis on quality securities and appropriate diversification to mitigate volatility.  Whether you are a prospective client or a seasoned client, The Perrini Cain Group has the expertise and tools to evaluate your portfolio and make recommendations to mitigate that risk based on your current and individual risk tolerance.  We will work with you to determine your risk tolerance and will continue to evaluate as you move through your investment life stages.    

Evaluating Risk:

Risk tolerance is how much risk you are able and willing to endure when making an investment decision that carries the possibility of a short-term or long-term loss. It is unique to you and your situation.  It can evolve depending on your stage in life, the current market and your financial situation.  Through our risk profile analysis and a targeted conversation, we will work with you to determine your risk tolerance level.   

After determining your current risk tolerance, we can review your portfolio whether held at Baird or away to determine if it is in alignment with your tolerance level.  We will then guide you on how to build your portfolio based on what risk you are comfortable. 

Risk Evaluation Process:

1). Individual Risk Tolerance Assessment

2). Current Portfolio Analysis using multiple tools and our expertise

3). Define your Investment Policy Statement

4). Recommendations based on findings

5). Ongoing due diligence, rebalancing and diversification

Even though risk is implicit to investing, the Perrini Cain Group works diligently to monitor and reduce the risk where we can through diversification and asset allocation and choosing quality stock and bond portfolios that go through a rigorous evaluation process.

Equity Evaluation – Rigorous assessment with strict risk management parameters for stocks based on strategy goals

Fixed Income Evaluation – Conservative selections process based on high credit qualities, intermediate terms and liquid securities

MoneyGuide Pro: For illustrative purposes only.

*All investments carry a level of risk including loss of principal.  Diversification and asset allocation do not ensure a profit or protect against loss.