Active investment management’s weekly magazine for fee-based advisors

Spotlight: Risk-management perspectives to help navigate uncertainty

Risk is more than a four-letter word

To assess investment performance accurately, you need to understand the risk undertaken to achieve it—evaluating risk-adjusted returns. Read more

Investment lessons from defensive driving

Defensive driving principles mirror dynamic, risk-managed investing, which aims to secure and grow client investments through full market cycles. Read more

Will 20th-century investment strategies meet 21st-century longevity needs?

Advanced health care continues to extend life expectancies. Will 20th-century investment strategies meet the longevity needs of today’s retiree population? Read more

 

INDUSTRY INSIGHTS

In-depth examinations of significant developments in investment research, financial technology, behavioral finance, and active management approaches.

ADVISOR PERSPECTIVES

Experienced financial advisors discuss practice philosophy, client service, investment strategies, and how they have set their practices apart.

MARKET COMMENTARY

Observations and outlooks from well-known technical and research analysts, financial authors, and economists.

 

 

 

PRACTICE MANAGEMENT

Successful financial advisors provide tips on business-building strategies, including prospecting, obtaining referrals, client communications, marketing, technology, and more.

WEEKLY CHART REVIEW

Analysis of a timely market or economic theme illustrated with insightful charts.

 

 

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Investment principles focused on client needs

Louis D. Rivera is a financial consultant with SC Parker LLC, located in Williamsville, New York. Mr. Rivera has over 20 years of experience in the insurance and financial industries, addressing the specific goals of his clients.

Mr. Rivera says SC Parker is a well-established financial advisory firm “with a heritage of serving investment clients since 1925.” He says the firm adheres to the following fundamental principles as its advisors work with clients on the development of customized investment portfolios:

  • “Our goal is providing financial benefit at the highest level of quality, professionalism, and friendliness.”
  • “As an independent investment firm, we are not obligated to offer any particular company’s investments to our clients.
  • “We constantly research the markets, looking for the highest quality investments for each individual client.
  • “We tailor advice and investments to your goals and priorities—individual and uncomplicated financial planning that will help you succeed.
  • “Our emphasis is on the diversification of assets, a balanced approach to investing and managing risk to achieve sustainable returns over time.”
  • “Building a portfolio is an ongoing activity. It starts with a purpose and can go on for a lifetime.”
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