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Schedule A Portfolio Review Today

Learn how Adaptive Portfolios can help to increase your confidence that you will achieve your investing goals.

Schedule My Portfolio Review

Remember - An Adaptive Portfolio Seeks To:

Address The Risk Of Large Drawdowns

By reducing the depth of negative returns, an adaptive portfolio may make it easier to stay invested.

Provide Long-Term Returns Above The Rate Of Inflation

Preserving - and ideally growing - buying power for the future to enhance your standard of living

Capture Gains During Rising Markets

Reduce the opportunity for regrets and the Fear Of Missing Out ("FOMO")

Preserve Gains Over Time

Nobody likes to give back their hard-won gains

Maximize Consistancy Of Returns

Reduce anxiety by providing steady returns over time

Rely On Understandable Sources Of Growth & Income

No "Black Box" investing - you should be able to understand each strategy in the portfolio

The above are goals for an Adaptive Portfolio - there is no guaranty that any portfolio or product can achieve any or all of these goals. All investments involve a risk of losing money.

What Is A Portfolio Review?

At your portfolio review we will conduct a deep dive into the sources of risk and return in your current portfolio, as well as your personal risk appetite and risk capacity. If an Adaptive Portfolio makes sense, we will suggest ways to implement your investment plans using the Adaptive Portfolio methodology.

Schedule My Portfolio Review
Financial Planning and Investment Advice are offered through Lunin-Pack Planning and Advice, LLC, an SEC Registered Investment Adviser. Registration as an investment adviser does not imply a certain level of skill or training.  The publication of Lunin-Pack Planning and Advice, LLC’s web site on the internet should not be construed by any consumer or prospective client as Lunin-Pack Planning and Advice, LLC’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice. 
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We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice.  We recommend that you seek the advice of a qualified attorney and accountant.