In this episode of Right on the Money, we continue our discussion with Robert Trejo, founder of Coeus Financial, www.coeusfinancial.com. The most important function of a fiduciary financial advisor is not the management of returns, but the management of risk, he notes. A 15-year veteran of the financial planning arena, Trejo prides himself on his in-depth knowledge of his clients, especially their risk tolerance. While clients often self-identify as conservative or moderate investors, their actual portfolios reveal they are invested in much riskier or volatile assets. Matching a portfolio’s investments to the client’s risk tolerance is Trejo’s first step in building a relationship.
To learn more about Robert Trejo, visit: https://www.coeusfinancial.com
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