Corbett Road uses a 360o Risk Assessment calculated with traditional, quantitative, and behavioral metrics to determine the market risk you are comfortable with. Our entire methodology is built around you and your needs.
Using your 360o Risk Assessment Score, Corbett Road customizes your investments using our crfusion™ Strategy Modeling process. This provides you with a customized and targeted solution that considers both the positive and negative fluctuations that occur throughout a market cycle.
Understanding that your need for assistance, education, planning, mentoring, and coaching will change throughout your lifetime, Corbett Road offers different levels of client relationships and services. We offer smartlife™ ACCESS, smartlife™ FOUNDATION, and smartlife™ WEALTH levels to accommodate your specific needs.