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Every retirement investor has a number the specific annual return their portfolio must achieve to sustain their planned withdrawals over their retirement horizon. We call this the Required Return.
Most advisors never calculate it explicitly. They assign a model portfolio based on a risk tolerance questionnaire, project forward with assumed returns, and call it a plan. The Required Return is implied never tested, never verified.
At Rulicent, the Required Return is the starting point. Every allocation decision, every strategy adjustment, every risk management choice is evaluated against one question: does this give the portfolio a realistic path to delivering the Required Return?
This is not a philosophical difference. It is a structural one and it changes everything about how a portfolio is managed.
- Website
- rulicent.com
- Phone
- 405-400-1751
- info@rulicent.com
- Address
- 2500 S. Broadway, Suite 230 Edmond, OK 73013
- Categories
- Financial services, Accounting