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 →