Yes. As investors approach and enter retirement, the emphasis often shifts from long-term growth to capital preservation and income generation. Sequence-of-returns risk — the impact of significant losses early in retirement — becomes more important. Investors can reduce equity exposure gradually and align their diversification strategy with their specific income needs and time horizon.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
