All securities carry risk of loss that clients should be prepared to bear, including the risk that an investor may lose a part or all of his or her initial investment. Some of the general risks associated with parts of our investment strategy are;
Market risk, Interest rate risk, Bond pricing, Inflation, Price fluctuation, Reinvestment of Dividends, ETF’s with Foreign Asset Holdings and Alternative Asset Classes. While an attempt is made to minimize these risks through prudent investment strategies and portfolio design and construction, the risk of loss to the client is still present and real.