The THRIVE Method, developed by Thrive Wealth Strategies, strives to help investors of all ages and experience levels build and preserve their wealth. THRIVE utilizes your unique Riskalyze Risk Number® to create and manage strategies of various asset classes.
Thrive Wealth Strategies uses every client’s Risk Number to determine your allocations. The Risk Number uses your answers on a brief questionnaire to determine your true risk tolerance — that is, how much are you willing to lose in exchange for potentially higher returns? The Risk Number helps Thrive Wealth Strategies select appropriate asset allocation model for your portfolio. Over time, your portfolio will be regularly rebalanced, based on economic factors, the relative strength of various asset classes and business sectors, and other factors unique to you.
THRIVE Method strategies are actively managed to adapt in real time to risk and uncertainty.
The goal of a THRIVE strategy is to maximize the potential for wealth accumulation (growth investing) during strong economic times, while being able to pivot to wealth preservation (value and/or countercyclical investing) during economic downturns.
THRIVE uses a proprietary investment methodology to rebalance your portfolio among multiple asset classes in response to varying conditions. It is designed to pursue the strongest asset class(es) for any given investor’s needs in any particular type of investing environment.
Asset allocation does not ensure a profit or protect against a loss.
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost. Investors should consider the tax consequences of moving positions more frequently.
