Defining Your Relationship with Risk
Risk is as natural a part of investing as it is a part of life, so we seek to understand the level of volatility you can bear as an investor and develop a portfolio that is consistent with your unique tolerance for risk.
While risk can be measured mathematically, its value is also emotional. It is both the quantifiable amount you can afford to lose in pursuit of a larger goal and the uncertainty you are willing to live with as you wait.
At Bass and Bell Inc., we believe understanding risk and defining your unique relationship to it is the key to investment success. This is why we are careful to consider it at every stage in our client relationships and at every step in our investment management process – from clearly defining your unique risk tolerance in our first meetings to effectively managing your risk exposure once your portfolio is invested.