At Snyder Financial, we believe in a Retirement Designed Money Management System that is designed to provide our clients with a low risk and low volatility portfolio that is designed specifically for their needs and objectives.
Our platform of Private Wealth Managers have a goal to help our clients to reach their retirement needs and have a successful retirement. We offer a fee-based asset management platform that consists of low to moderate risk investments that strive to help retirees secure a better retirement.
Your investment advisor may recommend third-party money managers who utilize investment strategies designed to minimize portfolio volatility and reduce the risk of declines in account values. Moderate Risk or Moderate Volatility strategies are generally defined as strategies that have a 10-year maximum drawdown of 10-20%. Like any other investment strategy, this approach entails risks, including the risk that client accounts can still lose value and the risk that a defensive position may, at any given point in time, prevent client accounts from appreciating in value.