There’s a gap between financial planning and asset management. Plans and portfolios are not aligned.
Do you observe a gap between the Plan and the Portfolio?
Do you observe a gap between the Plan and the Portfolio?
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We need to move beyond focusing on the investment problem and focus on the investor problem.
Clients are complicated, markets are chaotic, and advisors are caught in between.
Making matters worse, Modern Portfolio Theory - which defines risk as volatility - must be revised to the task.
Today, most assets are outsourced into cookie-cutter portfolios where risk is based on volatility and untethered from the financial plan.
Consequently, advisors need more confidence that their clients are in the right portfolios.
Nebo deepens the understanding - of both advisor and client - and provides tools to implement this understanding.
This process reduces harmful emotions that get in the way of better decisions.
Nebo does this by framing two critical questions:
This framing naturally addresses key behavioral issues leaving advisor and client well-prepared with a viable Battle Plan for long-term success, a robust methodology for handling tactical issues, and well-prepared to weather the inevitable market storms emotionally.
