FINANCIAL GRAVITY ENHANCED MARKETS

We utilize our proprietary software and processes to evaluate and provide options that can help determine what is appropriate for the client. If we can measure and quantify it then we can apply math to eliminate subjectivity... We believe that investors' success results from risk alignment, tax efficiency, controlling costs, and diversification. Attempting to control factors that cannot be reliably predicted or controlled, such as market direction and volatility, interest rates, inflation, legislative actions, geopolitical events, and other economic events, can be expensive distractions that typically lead to investor failure. We refer to our investment methodology as Control the Controllables™... We believe the traditional risk management model is broken. This is primarily because of siloed advice, high pressured sales tactics, and a lack of purpose-driven planning.

Primary location: Lakeway United States