Trust Point takes a multi-faceted approach to risk management. Through Trust Point’s portfolio construction and monitoring process, our investment professionals are able to mitigate various risks, including market risk, interest rate risk, inflation risk and more
Almost every piece of your portfolio is subject to risk — Trust Point will help lower that risk, so you can rest easy knowing your finances have optimal protection from market fluctuations. We’re focused on providing you with a personalized experience that makes you comfortable with the path ahead, while sticking to your long-term goals, no matter which way the market trends. When times are tough, Trust Point makes it easier.
-John Doe | Minneapolis
-John Doe | Minneapolis
Want to maximize returns, while lowering risk? Trust Point will help.
Our team of financial experts will work with you to draw up a plan that will pinpoint ideal investing and allocation opportunities that will keep your portfolio protected for years to come. Trust Point’s diversified portfolios are built around the concept of maximizing returns for your personalized level of risk.
Risk Management Services
Controlling and mitigating financial risk can be a daunting process. Trust Point is here to make it easier for you. To plan a future in which your wealth is protected, risk management is crucial. Our team of financial professionals help to identify and mitigate risk from all aspects, including market risk, tax risk, retirement planning risk and more
What We Do
Trust Point has been helping our clients identify and manage their risk for over a century. We were founded out of the need to serve hard-working, independent-minded midwestern values, which are still reflected in our business practices today. Since our modest beginnings in 1913, we’ve expanded to offer a number of different financial services. From risk management to investment planning to asset allocation and more, Trust Point is committed to providing each individual client with the highest-quality services. Although we’ve grown, we haven’t forgotten our modest roots and the Midwestern work ethic that continues to set us apart from other financial institutions to this very day.
Want to learn more about risk management? Get in touch with us.
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Dollar Cost Averaging (DCA) is an investment strategy of allocating a fixed dollar amount to buy a particular investment at regular intervals. By always buying a constant dollar amount, this approach will purchase more shares if prices fall. As a results, this approach tends to purchase more shares at a lower average cost in volatile markets.
The key to diversification is having assets that perform differently. The best way to limit risk in portfolios is to have some investments go up while others are going down and vice versa.
A risk tolerance questionnaire (RTQ) is a series of questions that, when answered, tell the investor how much risk they are willing and able to take in their investment portfolio.
To get started, reach out one of Trust Point’s dedicated service representatives today. We’ love to talk! Give us a call at 1-800-658-9474 or you can fill out a form on our contact page and we will be in touch soon.