Strategic partner · Investment insight
How we use
TIFIN Wealth.
Three scores, your values, and a portfolio built and managed to fit them.
In Loren’s words
Your risk, your values,
your portfolio.
Loren ShermanFounder & Financial Advisor
TIFIN Wealth combines the best of AI and cutting-edge technology with the personal touch of talented individuals working behind the scenes.
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Your risk profile
Broken down into 3 components, first, TIFIN Wealth helps identify your risk profile, with 3 scores on a scale of 0–100. This includes your risk preference, your risk capacity, and finally the risk number of your current portfolio.
Risk preference0255075100Risk capacity0255075100Your current portfolio0255075100 -
Your personality and values
The 2nd component of TIFIN Wealth is personality driven, allowing us to align your portfolio with your personal values and beliefs. Not only does this help us build a personalized portfolio unique to you, but it also tells us more about your communication preferences—monthly vs. quarterly, short sound bites vs. detailed summaries, and so on.
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Your portfolio, built and managed
And finally, the 3rd component of TIFIN Wealth is their portfolio optimization and rules-based investment management. In short, this allows us to build a diversified portfolio built for various market conditions, then manage that portfolio with targeted rebalancing, maintaining desired cash holdings, and adjusting your pie chart as your risk and/or personality changes throughout retirement.
Your Retirement Risks Analysis
Behind your
15 risks.
Retirement Risks are assessed using Holistiplan®, TIFIN Wealth®, RISA®, and Right Capital®.
Your report grades each of the 15 risks red, yellow or green, portfolio risk among them, and it’s yours to keep.
- 01Longevity risk
- 02Healthcare risk
- 03Morbidity risk
- 04Business risk
- 05Purchasing Power risk
- 06Market risk
- 07Portfolio risk
- 08Tax risk
- 09Fee Drag/Opportunity Cost risk
- 10Sequence of Returns risk
- 11Long-Term Care/Disability risk
- 12Public Policy risk
- 13Liquidity risk
- 14Bequeath & Legal risk
- 15Self-Sabotage/Personalization risk
Our strategic partners
Personal guidance.
Thoughtful resources.
Specialist knowledge and technology help connect the details, so the conversation can stay focused on you.
Holistiplan
Tax planning
Tax-return analysis and scenario modeling to inform forward-looking decisions.
Right Capital
Your financial picture
A connected view of cash flow, retirement scenarios, and the details of your plan.
CreativeOne
Education & engagement
Support for educational events, podcasts, webinars, and client experiences.
Wealth.com
Estate planning
Resources to help organize, review, and understand estate planning documents.
RIA in a Box
Compliance support
Support for regulatory requirements, supervision, and license renewals.
The people behind your plan
Our Team
Meet Loren and the specialists who work on your investments, taxes, insurance and Medicare.
Your next best step
Let’s start
a conversation.
A chance to meet, share what matters to you,
and see whether we’re the right fit.