The Investment Process

The balancing of risk and reward and the selection and allocation of investable assets is all a part of what we refer to as the Investment Process.

We need to ask three questions with respect to risk:

Are we being compensated for the risk we are taking?
Are we taking the risk we expected?
Are we measuring the risk we are taking?

The role of your wealth advisor is to help you define your personal goals and objectives and then, based on your risk tolerance as evidenced by your Risk Tolerance Questionnaire, ask you to help determine the appropriate investment allocation for you. This is a somewhat subjective decision on your part and the most important factor is your personal comfort level with your investment portfolio.

Experience Matters

Bruce Graev Financial Associates was formed by specialists who have cultivated a special understanding of the challenges, goals and objectives that individuals, physicians and business owners need to address in the process of building wealth. As team members, we work with you and your other advisors to focus on strategies that seek to help you achieve real and sustainable wealth.

Achieving goals requires taking action and that is where we can really be of help. We firs

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Office:	239.231.2163
Mobile:	609.575.8520
Fax:	239.231.2485