The S&P 500 is a Key Lever that influences economies and other Primary Levers, human sentiment, program trading, and valuation benchmarks. It is important to monitor an R-to-R, or Reward-to-Risk ratio, as part of an investment process and risk management discipline.

What is a Portfolio Stress Test?

Empowered Portfolios is like an independent team
of air-traffic controllers and best-in-breed software
provides the radar and dashboards. The Advisor
sits closest to client needs, as he safely “pilots”
the plane full of passengers to their next
destination in life and wealth.

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 that
proves a better future of finance is possible.  

By leveraging the power of our proprietary
smart-decision tools and depth of strategic partners,
we help your advisory practice to craft personalized
solutions that meet the investor's specific needs.

As a Chartered Financial Analyst® (CFA), our founder
and lead air-traffic controller, Michael Hakerem has earned
a professional designation given by the CFA Institute that measures the competence and integrity of financial analysts.