Building your investment Strategy using Nitrogen

Nitrogen is award-winning technology that quantifies your acceptable levels of risk and reward.  Using this tool, we ensure that your portfolio defines your invest goals and expectations.  Together, we can take the guesswork out of your financial future.

The first step is to answer a 5-mintue questionnaire 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 exact Risk Number to guide our decision making process.

After pinpointing your Risk Number, we'll craft a portfolio that algins with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes.  The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.

We will also review your progress toward your financial goals by building a Retirement Map.  When we are finished, you'll better understand what we can do to increase the probability of success.