Insurance & Risk Management
the process of identifying, analyzing, and quantifying the inherent uncertainty in any potential investment.
Inadequate Risk Management can carry serious consequences. At Cosey Financial Services, we recognize that capital loss has a greater long-term impact on your portfolio than investment gains. Subsequently, our approach to portfolio management is more focused on avoiding losses versus many firms’ approach to chasing gains. At Cosey Financial, the market, not the calendar, dictates our trade frequency. This approach sets us apart from those investment firms that are committed to the traditional approach of quarterly portfolio rebalancing or reallocation programs.
Additionally, the very nature of our planning method assesses the appropriate risk level for an individual client based on need, as opposed to greed. At Cosey Financial Services, our Risk Management process identifies existing investment
If an investor loses 50% of a $1 investment, he has 50 cents remaining.
If that same investor regains 50% back, most people assume that he has his original dollar back.
However, the truth is that this investor is now left with 75 cents.
8880 Cedar Springs Lane, Suite 103
Knoxville, TN 37923
Phone: (865) 470-4244
Fax: (865) 470-4237
Securities offered through Silver Oak Securities, Inc.
3339 N. Highland Ave., Jackson, TN 38305
Advisory services offered through Cosey Financial Services, Inc.