How Do I Use StratiFi To Create A Good Portfolio?

A good portfolio is designed to meet the client’s investment objective and match their risk profile (i.e. risk capacity and tolerance).

Since risk and return are two sides of the same coin, adjusting one will have consequences for the other. By using PRISM, an advisor can scientifically design a portfolio to meet a client’s investment objective and engineer it to match their risk profile based on their desire to either lower risk or increase return.