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What’s Spooking You

Because all investing involves some form of risk, and every person has a varying level of comfort with it, we emphasize to clients the importance of understanding, balancing, and mitigating risks where possible.
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2021 Blog Investing Principles October 26, 2021

Because all investing involves some form of risk, and every person has a varying level of comfort with it, we emphasize to clients the importance of understanding, balancing, and mitigating risks where possible.  

 

Let's talk about risk
How much do you want?

We take a quantitative approach to pinpointing your “Risk Number” by going through a series of objective exercises based on actual dollar amounts.

How Much do you have?

If you already have an investment portfolio, we can quickly import it to see if your customized “Risk Number” aligns with how your investments are actually allocated.

                                      

How much should you have?

We’ll use all these factors to tailor an efficient investment portfolio design that better aligns with your risk tolerance and goals. We then stress test your revised portfolio prior to implementation and discuss your probability range that details potential performance range over a six month time period with a 95% degree of confidence.

But, what if...

Don’t worry; we will also stress test your portfolio against historic market conditions like the bear market of 2008, the bull market that followed, and illustrate the effects that a potential rise in interest rates could have on your accounts and plan.  These stress tests help set realistic expectations and often provide peace of mind that you are invested appropriately. 

How much do you need?

We may find a reduction in portfolio risk is in order and doing so may actually improve your desired outcome.  Together, we’ll craft a customized financial plan and portfolio strategy as unique as your story and adjust as needed every step of the way.

Determining how fast you’re comfortable traveling on your investment journey is the first step in helping your advisor develop an investment strategy that’s right for you.

Everyone has a Risk Number.

lET’S FIND YOURS.

GET STARTED

brenden ellis

Brenden Ellis is a Wealth Advisor at StrongBox Wealth, where he works with individuals, families, and business owners to make thoughtful financial decisions with clarity and confidence. His work centers on retirement planning, tax-aware investment strategy, and long-term wealth planning, helping clients align their financial resources with their personal and professional goals.

A native of Lee’s Summit, Missouri, Brenden began his career in 2021 in Commerce Bank’s commercial lending training program. He later became a Healthcare Relationship Manager in Kansas City, specializing in physician practices. Through that role, he gained deep experience in physician equity structures, practice financing, and real estate lending. Working closely with medical professionals shaped his understanding of the complex financial lives of high-earning specialists and ultimately led him to transition into private wealth advising.

Brenden earned his Bachelor of Science in Finance from Iowa State University. He currently serves on the Board of Directors for Saint Luke’s East Hospital and lives in Prairie Village, Kansas with his wife, Nicole, and their dog, Theo.

Outside of work, Brenden enjoys racing triathlons and other endurance events, along with cheering on the Kansas City Chiefs and Iowa State Cyclones.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.