Ivy Ridge Asset Management, LLC

Certified Financial Planner

Focusing on Retirement Income & Tax Planning

Investment Risk Analyzer

We’ve eliminated standard, outdated pie charts that make risk tolerance useless.  We quantify each position in your portfolio rather than merely assign it to an asset class. Our exclusive  software quantitatively pinpoints investment risk by objectively using the industry’s leading technology to analyze your portfolio. And, with the use of specialized analytics to calculate the  risk quotient of your portfolio matched against your unique investor risk preference, we not only can provide stress tests for a variety of stock and bond scenarios, but also can forecast whether  or not those risk preferences will allow you to achieve your retirement goals with 95% accuracy. Let us help you engineer the risk in your portfolio with “Investment Risk Analyzer’s” core technology and build a better portfolio that fits your unique risk quotient.  It’s time to take action today.

401k Rollover

We help you take control of your employee 401k plan.  Stop paying huge investment management fees to retirement plan providers. These fees only serve to create a huge drag on returns.  According to “Forbes magazine,” “The simple fact is, many 401(k) plans are much too expensive. The average investor is charged 0.83% of assets annually. (In small plans it’s often much more, as  high as 3%; in large plans, a little less.) Some plans tack on additional “wrap fees” of up to 1% of your assets. Then there are the mutual funds inside the 401(k)s. Many plans only offer funds  that charge fees of 1.5% or more — far higher than the 0.77% median fee for stock funds.”  Reduce your costs and regain control of your assets.  Set up an appointment today.

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