LESSONS LEARNED. LESSONS APPLIED.

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The Team at BarecWealth has managed investments for decades. So what have we learned through wild market swings and a procession of bulls and bears? We haven't simply learned from experience; we have applied the learning from every single pivot point and added the variations to our own proprietary investment analysis software. Our program now includes tens of thousands of individual fields, each tied to a teachable moment in our distinguished careers as an investment experts. We didn’t just set the fields; we wrote the code. Why go to such extraordinary lengths to capture all this learning and integrating it into his software? Because every day we want to be that much smarter an advisor than we were last week, last year or five years ago. Our software represents his way of integrating all that learning into a portfolio modelling tool that can run a variety of scenarios and study the implications for different portfolio mixes. That doesn’t change the essential unpredictability of investing. But it changes the probabilities and follows a scientific approach that produces more consistent and dependable results.

Watch Dan and Eric use their portfolio modelling tool to work with clients by revising their mix of funds.