Risk Management

Account reviews are made on an ongoing basis by Fischer Financial Services, Inc.  We continuously evaluate the portfolios for the following critical risk factors:

  • Asset allocation in line with objective.
  • Sector weightings not to greatly exceed the benchmark.
  • Minimize standard deviation.
  • Risk/Return analysis.

We seek to minimize volatility by:

  • Talking with client before setting asset allocation.
  • Monitoring accounts to ensure that they are invested according to their objectives.
  • Selecting securities that match client’s risk profile.
  • Holding cash as a buffer in times of market uncertainty to preserve principal.
  • Re-balancing on a regular basis.

All investing involves risk, including the potential for loss of principal.  There is no guarantee that any strategy will be successful.