Gate City Advisors Process
What type of investor am I?
- Complete risk questionnaire
- Discover your Personal Risk Number™
How much risk an I currently taking?
- Aggregate all assets
- Gather additional financial data
- Quantify risk of current assets
Am I on track to reach my goals?
- Map your financial goals
- Stress test your portfolio and review possible outcomes
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