If your chosen career were test pilot or high-wire performer you would be someone who is not
At One Financial Services, our clients concern about risk is tempered by our use of Betavest software to assess the probabilities of a successful retirement.
By using historical statistical modeling we are able to determine if the current withdrawals from the investment portfolio we are sustainable for the duration of the client’s life expectancy
From a representative portfolio, using asset class and asset class history dating back to 1926, we are able to demonstrate through rolling-period-analysis if the withdrawals the client is anticipating will be sustainable by using all of the historical periods available to be tested.
For
That data provides us with 65 rolling periods 25 years in length where we can test if the current strategy being subjected to the current with drawls would have been successful during those 25 year periods.
This Betavest testing is used to determine the allocation strategy we propose and recommend for
We customize the design of the portfolio and our resulting recommendations to the point where we can observe a high probability of a successful outcome based on the historical observations.
At One Financial
Think of it as a financial stress test…without any slips or tailspins.
At One Financial