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SineCera Capital’s unique investment philosophy is rooted in behavioral finance, a study of how your money decisions are impacted by psychological, social, and cultural influences.
In this episode of Uncorrelated Minds, Kevin Kaylakie and Adam Packer reveal some insightful information about SineCera Capital’s investment philosophy and how the team helps build wealth solutions for high-net worth clients.
Kevin and Adam discuss:
- 04:24 How SineCera builds client investment profiles with loss aversion questionnaires
- 11:18 Why SineCera is balancing risk opposed to balancing asset allocation
- 15:28 SineCera’s purpose-driven investing philosophy
- And more
Related: Improving Habits: Help Your Clients Develop Better Investment Habits