For us to continually improve our services to you, we seek new tools to assist our financial & investment planning, along with our client service process. We found a tool for clients to ‘self-assess’ and learn about how ‘they’ impact their own investment portfolio.
We use this tool with clients, based on our philosophy of:
“understanding people before numbers”
Historically, the typical way of thinking has been for people to look at the “numbers” first in financial and investment planning. However, independent research from Stanford University, the Dalbar annual study regarding market performance and DNA experience, has revealed that it is the human behavior differences which provide the primary explanation for the disparity of general market activity vs. actual client investment results.
Observations have revealed that when people are making major life, business and financial decisions which put them under pressure their true natural instinctive behavior emerge. We could see that this natural behavior was strongly influencing how they uniquely responded to life and financial events.
