Broker Check

Gate City Advisors Process

Evaluation

What type of investor am I?

  • Complete risk questionnaire
  • Discover your Personal Risk Number™




Analysis

How much risk an I currently taking?

  • Aggregate all assets
  • Gather additional financial data
  • Quantify risk of current assets




Planning

Am I on track to reach my goals?

  • Map your financial goals
  • Stress test your portfolio and review possible outcomes




Alignment

Is my portfolio aligned to my goals and risk tolerance?

  • Align portfolio with your goals and Risk Number™
  • Set portfolio return expectations




Strategy & Tactics Sessions

Do I need to make any adjustments to stay on track?

  • Continually monitor performance against expectations
  • Periodically review portfolio for suitability and adjust as necessary