Investment Plans

 

 

 

 

 

 

 

 

 

 

 

 

 

Included in Severin Investments' wrap fee is a personalized investment plan. In order to create your plan, your advisor will need to understand what your goals are for the money you plan to invest. This will help him/her determine an investment horizon and how you want to spend your money. Your advisor will also run a risk analysis to see how much risk you are comfortable taking. He/she will then use a Monte Carlo simulation to stress test your goals in order to determine the probability that you will reach them. If needed, your advisor may make suggestions to improve your likelihood of success.