Risk Management

In life, we are faced with many risks.  Few of those risks can be predicted with any degree of accuracy or controlled with any degree of effectiveness.  We do, however, have at our disposal effective means to manage many of the risks we are faced with.

At Arete Advisors we employ a variety of techniques to manage those risks for our clients. Asset allocation, manager selection and investment product selection are employed with the objective to manage market risk.  Insurance products, available from 30+ companies, address the risks of a disability, of passing away too soon, of living too long or of suffering from the high costs associated with the need for long term care.  Trusts and other structures are often relied upon to manage other specific risks.