Did you anticipate the possibility of the Wuhan virus inspired market crash of 2020? We did. If it happens again, do you know the financial impact on each client? We do. Did they have a contingency plan when US equities lost 35% in three weeks? Should you?
Did the market value of your diversifying asset classes grow? Ours did. Are dollars of future wealth your client’s performance benchmark? Ours are. Do you rebalance your client’s risk exposure or cash flow goals if their plan becomes underfunded? We do.
At Poetic Justice Capital Management, we offer three kinds of services to investment advisors. They are designed for professionals who are ready for a radical change in their investment philosophy, their advice and service model, and their stature among clients and peers.
We teach the basics in six sections. Each one includes short essays, an eight question multiple-choice quiz, and a teleconference to review the essentials. The goal is a dynamic practice that meets an investor’s needs, is easy to use, and is reliable. That is radical, and the goal is simple – change the advisor/client in a profound way.
The basics are supported with ongoing cash flow and sequence of return modeling. Our platform includes a powerful Monte Carlo engine, one loaded with the most reliable capital market assumptions available. As a Poetic Justice Capitalist, you can generate a Stress Test or Performance Report at any time, for any reason.
If you help your clients think and act like entrepreneurs, you should do the same. Profit is the Mother of all Poetic Justice, and our goal is to help you become more efficient and profitable with marketing support. This includes regular capital market perspective, long-form commentary, and lead generation unique to Poetic Justice Capitalists.
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