What is a Portfolio Stress Test?
Every investor represents a unique set of needs and goals, and every investor desires and deserves empowerment. Our singular focus is to support the pursuit of more optimal outcomes for private clients. By leveraging the power of our proprietary smart-decision tools and depth of strategic partners, we craft personalized solutions that meet the investor's specific needs.
As a Chartered Financial Analyst® (CFA), Michael Hakerem has earned a professional designation given by the CFA Institute that measures the competence and integrity of financial analysts.
Empowered Portfolios offers outsourced Chief Investment Officer and Practice Management consulting services to Fiduciary Advisors who require confidential collaboration based on integrated goals-based wealth management principles and their clients' unique investment policy needs.