Investment Management

Personalized, Proactive Strategies for Your Portfolio

Personalized Attention to Your Portfolio

Clients often tell us they don’t want to experience the stress of another financial crisis like the stock market crash of 2008. That feedback tells us their risk tolerance may be higher in theory than what they can actually handle in practice. We prefer to redefine “risk tolerance” as “loss tolerance”—an important question to consider:

At this point in your life, how much of your money are you willing to lose?

Understanding your comfort level with risk is a key part of creating an investment management strategy that aligns with your goals and helps you sleep at night.

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Managing Market Volatility in Retirement Balancing Growth Potential with Risk Mitigation

Market fluctuations can create uncertainty, especially for retirees relying on their investments for income.

At Envision Retirement Solutions, we incorporate strategies designed to mitigate losses while allowing for growth opportunities. One approach includes structured bank notes, which provide varying levels of downside protection while enhancing upside potential.

By integrating financial tools that align with your long-term goals and risk tolerance, we help create a retirement strategy that prioritizes stability without sacrificing potential growth.

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Focus on Loss Mitigation

Actively managing portfolios helps reduce exposure to large losses, which can significantly impact your financial future.

Adaptability

Tactical management allows for timely adjustments based on market changes, offering a dynamic approach to protect and grow your investments.

Personalization

No two portfolios are the same. Your investment strategy is tailored to your unique needs, goals, and level of loss tolerance.

Addressing Market Volatility in Today’s World

Planning for retirement is never a “set it and forget it” task. There are unexpected disasters, market drops, and changing laws that could cause retirees to reevaluate their financial situation. Ultimately, there’s no way to predict everything that will cause market downturns. However, you can prepare yourself for one by having a solid financial strategy in place.

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Common Questions About

Investment Management

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How can structured bank notes be used in a retirement investment strategy?

Structured bank notes can be an option for retirees looking to participate in market growth while addressing downside risk. These financial instruments offer various levels of protection, including options that provide full or partial downside mitigation. By incorporating structured bank notes into a retirement portfolio, individuals may benefit from enhanced growth potential while managing market volatility. As part of a diversified investment strategy, they can help align financial resources with long-term retirement goals.

How does Envision Retirement Solutions help reduce risk?

We design portfolios with loss prevention as a top priority, relying on collaboration with institutional managers who actively monitor and adjust investments.

Can investment management strategies be adjusted over time?

Yes. As your life circumstances or financial goals change, your portfolio can be adjusted to reflect those new priorities.

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Let’s plan for the future you envision.

Ready to align your investments with your financial goals? Contact Envision Retirement Solutions today to explore how our personalized, risk-managed approach to investment management can support your future.

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We’re here to help you move forward with confidence. Whether you have specific questions or just want to explore your options, our team is ready to guide you every step of the way.

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Investment advisory services offered through Alphastar Capital Management, LLC, a SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. Fixed insurance products are offered through Envision Retirement Solutions, and Alphastar Capital Management is not involved in the offer, recommendation, sale or management of commission-based fixed Insurance products. Alphastar Capital Management and Envision Retirement Solutions are separate and independent entities. This is for informational purposes only and is not intended as legal, tax or investment advice or a recommendation of any particular security, investment product or investment strategy.

Investment Management

Personalized, Proactive Strategies for Your Portfolio

Managing Market Volatility in Retirement Balancing Growth Potential with Risk Mitigation

Focus on Loss Mitigation

Adaptability

Personalization

Addressing Market Volatility in Today’s World

Common Questions About

Investment Management

Let’s plan for the future you envision.

Financial Planning Fundamentals: Building a Strong Foundation for Your Future

Addressing Common Questions About Financial Planning Services and Fees

What to Expect When Partnering with Envision Retirement Solutions for Financial Planning

Investing Fundamentals: Building Wealth for the Future

The Art of Financial Planning: Building a Solid Foundation

Should You Retire at the Same Time as Your Spouse?

Let’s Talk About Your Retirement Goals

Fresh Insights, Direct to You.

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