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A Custom Financial Solution

WE SPECIALIZE IN:

financial planEveryone has a unique financial situation. At Blue Chip Macro, we build an investment portfolio and give financial recommendations and build a financial plan that is right just for you and only you!  We do not have a generic basket of products and attempt to fit you into one of them, we do not receive commissions on recommended products, we are not pressured to offer products from our firm. As such our goals are 100% aligned.

In formulating your custom financial plan, we must access how much risk to take with your investments.  This is a very simple question with a very complicated answer that we address below.

investment advisor
Regardless of the stage in life at which you find yourself, you share with others a common goal: financial security.  This goal is so compelling that numerous ways have been found to describe it, such as peace of mind, a sense of well-being and the ability to sleep at night.  With Blue Chip Macro, you will have peace of mind as you know that your financial plan is right for you.

We work with you and analyze risk from three different perspectives to find your individual risk profile so we can build your custom financial plan.

1.  Risk you want to take or Investment Risk Tolerance
Your risk tolerance is nothing more than how emotionally stable you are during bad market cycles. Unfortunately, until you live through those bad market cycles, you won’t really know how “risk tolerant” you are. In good markets, your risk tolerance is higher, and in bad markets your risk tolerance plummets.
 
2.  Risk you should take or Investment Risk Capacity
Your risk capacity is the amount of investment loss you can withstand and still achieve your financial goals. You may be tolerant of a 20% drop in a bad stock market; however, your financial plan may be completely derailed! We work to match your risk capacity with your financial plan to make sure you can withstand those inevitable market drops without your financial plan imploding!
 
3.  Risk you need to take or Investment Risk Required
If your financial goals are so lofty your investments must produce a return of 4% over the inflation rate, you must be willing to accept an investment portfolio with a commensurate level of risk OR reduce your financial goals OR increase your savings.

 

After we determine your risk profile and develop your custom finanical plan, we make the right investments for you using our patent pending algorithms (MFACET and Portfolio Macronet). MFACET determines what to buy and Portfolio Macronet is your OVERALL SAFETY NET for when the stock market declines. Using Portfolio MACRONET, we monitor and act at the optimal time to protect your money. At Blue Chip Macro, we do not sit and watch as the stock market declines. We don't ask you to hold-on, be patient or buy more.

Blue Chip Macro is an independent fee only Registered Investment Finanical Advisor and is based in Santa Monica, California. We primarily serve the Los Angeles area and offer financial planning, business consulting, money management, retirement planning and many other financial services. Our specialty is wealth and asset management through investing in stocks. Contact us for a FREE CONSULTATION to see how Blue Chip Macro can protect and grow you wealth!