Risement Capital Advisors™ was originally founded on an investment-centric mission to maximize the utility of clients' portfolios. The formation of the firm was driven in response to what we considered to be a broken investment management industry: instead of being held accountable on a performance standard, the space has shifted into offering an ever increasing array of products and creative investment vehicles that add to the bottom lines of the professionals working within it and not to the direct benefit of their clients.

 

Since its founding, Risemint Capital Advisors™ has expanded its scope to being a holistic wealth management firm. Our process has evolved and begins with an acute focus on the financial plan, which serves as the roadmap for clients in eventually achieving their goals. The plan is the result of coordinating a symphony of inputs that are objective (quantitative variables) and subjective (feelings regarding risk). These two elements are more commonly referred to as risk capacity and tolerance and aligning them is essential in ensuring the plan is oriented in the proper heading. Whether the goals are for saving for retirement, or to maximize the impacts of family legacies, clients of all types can truly benefit from a working plan.

 

While our core competencies have expanded, our priority around the management of the portfolio has not changed. Once the hard work of formulating the plan is complete and the risk allocation for the portfolio is determined, ensuring those investments are efficiently employed in high quality funds is our focus for the reminder of our working relationship together. The client should expect to have a close relationship with their representative for years and perhaps decades to come. Our aim is to be in your corner, as your advocate, for the long term.