Every dollar earned through my current and future contribution to this website will be donated to: Ernst Lossa Haus (http://www.ernstlossahaus.de/), an organization that supported my sister for over 20 years. "Ernst Lossa Haus" was founded to help people with disabilities and make their life a little bit better and more enjoyable. Built in a small city in Germany it allows children and adult people with disabilities to live in a beautiful environment to enjoy their lives.
Corporate 401(k) and Retirement Plan:
Benchmarking Structure, Investments, Administrative costs (etc.) of corporate retirement plans by evaluating the plan’s expense ratios, revenue sharing, share classes and total AUM to create an appropriate sample set.
Generating Fiduciary Investment Monitoring&Analytics, evaluating Portfolio Holdings (incl. Stocks, Mutual Funds, Bonds, ETFs and other Financial Instruments) based on various statistical data points to assess the consistency of performance and level of risk exposure.
Constructing and monitoring Custom Portfolios for Retirement Plans based on different risk profiles.
Implementation of due diligence processes to simplify the clients fiduciary control activities and responsibilities including the creation of Investment Policy Statements (IPS).
Wealth Management and Individual Investor:
Analyzing & Evaluating individuals current Financial Situation to project plausible asset growth outcomes and future income needs using Monte Carlo Simulations to provide recommendations for improving results (Delaying retirement, Increasing Savings Rates, Changing Asset Allocation, Risk&Return Adjustment).
Analyzing individual portfolio positions based on academic evaluations. Including: Sector Analysis, Scenario Analysis, Monte Carlo Simulation, Risk&Return Analysis based Modern Portfolio Theory&Others (E.g. Three to Five Factor Model).
Improving overall Portfolio Asset Allocation by implementing Risk Management Tools, Diversification & Investing Strategies like Dollar Cost Averaging, Rebalancing, etc.
Regular One-on-One & Group Meetings to provide individuals with objective investment education (Incl. Investment classes, Guide to the Market, Portfolio Analysis, Asset Allocation, Diversification, Passive & Active Investing, etc.)