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: GrowObjective: Accumulate assetsRisk: Volatility |
Stage 2: PreserveObjective: Protect assetsRisk: Drawdown |
Stage 3: SpendObjective: Distribute assetsRisk: Longevity |
Stage 4: TransferObjective: InheritanceRisk: Policy |
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GROW STRATEGIES → |
PRESERVE STRATEGIES → |
SPEND STRATEGIES → |
TRANSFER STRATEGIES → |
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