What We Do
RDF Wealth Advisors
The world is getting increasingly more complex. A wealth manager’s agility to adapt to an ever changing environment is the best risk mitigation strategy. However, models used by many wealth managers simplify the world and assume a normative world view. This exposes clients to significant risks. While many wealth managers focus on mitigating volatility as the primary objective, we believe that the bigger risk to focus on is systematic failure.
We have studied market dislocations over many decades and know what needs to be done in order to prepare for the inevitable
- We are not “return chasers”. We are comfortable giving up some returns if it means we are well positioned for a potential correction.
- We are “wealth preservers” making sure that generational wealth is protected against systematic risk
- We can provide access to idiosyncratic asset classes that don’t move in sync with major capital markets
- We assist clients in physically diversifying their assets and find the best Swiss banks to custody part of their wealth
- We advise on “anti-fragile” portfolio strategies, which are investments that will do typically better when the risk landscape escalates