The Rest of Our Team!
Instead of employing a large in-house team of individuals assigned various tasks, we have opted instead to partner with best in breed third parties to assist the firm with technology, support and guidance. This has allowed us to stay lean and mean which has resulted in an amazing package of services and tools we can offer to our clients for the same cost as many charge for a fraction of the services.
Larsen Wealth Management Core Service Team
Portfolio Risk Assessment and Management
Our portfolio risk management is provided primarily by Riskalyze based in Sacramento. Their state of the art software based on a Nobel prize winning study not only helps our clients determine their true comfort level, it also helps us track the risk level over time as conditions and investments change.