The most challenging aspect of the Poetic Justice Capital advice and service model is the first step – client profiling. If we accept our duty to help clients live the one life they have to the fullest, they must agree to take responsibility for the facts and values that guide their principles for living.
This is essential, only the investor can give meaning to the material values they would like to achieve that require money. As advisors, we help them give meaning to their money by integrating the facts with their values. We put it in terms of dreams, dollars and deadlines.
At Poetic Justice Capital Management, we offer an ongoing advice and service model that will help you advise your clients on the investment strategy decision. With the objective use of a powerful Monte Carlo engine, one loaded with the most reliable capital market assumptions available, you become the essential accountability partner.
With our guidance, if requested, you can model any What-If Scenario that is important to your client. This will also measure the funding status of their plans, and whenever we experience extreme market events or life changing circumstances, you create the Funding Status Report.
The first step includes a short, easy to complete profiling questionnaire that only demands relevant information. Its centerpiece is the Poetic Justice Capital Facts and Values Integration matrix. These are available to view or download in the Investor Profiling page of the Process tab.