Investment Management


Windgate Plan To Invest

You can stop the cycle of buying high and selling low if you separate emotion from investing. One of our greatest responsibilities is to help you develop an approach that keeps to this attitude.

Partnering with an advisor you trust to develop a long-term plan is a proven strategy to help you stick with your long-term financial goals. There will always be reasons not to invest in any market. We are here to encourage you that there is always a good reason to invest in your future.

How Much Risk is Right for You?

Use our online quiz to help us discover your personal tolerance for risk and set investments accordingly.

Capture Your Risk Number

Capture Your Risk Number

The first step is to take a 5 minute quiz that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your personal Risk Number.

Align Your Portfolio to Match

Review Your Current Investments

It turns out many people have more risk in their portfolios than they previously realized. We analyze your investments to generate a Risk Number for your portfolio. We then ask: how does it compare to your personal risk number?

Review Your Current Investments

Align Your Portfolio to Match

We can now discuss how to better align your portfolios to match your personal tolerance for risk.

The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.


Your Investment Portfolio Should Be Defined by Your Specific Financial Goals and Your Attitude Toward Risk

As part of our financial planning process, we help you figure out when you need your money and how to plan for spending your money. Then, we discuss your return expectations and attitudes about risk, and create a personal portfolio that reflects your goals. You can manage risk by keeping a diversified portfolio. Skillful allocation of assets across various investments and industries reduces unnecessary risks. Your asset allocation is then fitted to match the necessary risks you will take to grow your capital. Not taking enough risk will limit returns. Taking too much risk can create unexpected, short-term losses, which may cause you to abandon your investment plan at exactly the wrong time. With that in mind, we help you invest in a way that matches your personal risk tolerance with goal-based needs. This illustration shows how you can structure your portfolio to balance risk and return potential.

Portfolios By Risk/Return

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