Strategies

#invest

The Rareview Capital Stages of Wealth

We believe that investment-related goals consist of four stages. For each stage, there is a primary objective and key risk. Our strategies seek to balance both.

 

Stage 1:  Grow

Objective: Accumulate assets

Risk: Volatility

Stage 2:  Preserve

Objective: Protect assets

Risk: Drawdown

Stage 3:  Spend

Objective: Distribute assets

Risk: Longevity

Stage 4:  Transfer

Objective: Inheritance

Risk: Policy

GROW STRATEGIES →

PRESERVE STRATEGIES →

SPEND STRATEGIES →

TRANSFER STRATEGIES →

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