Goals-Based Investment Management

The Rareview Capital Stages of Wealth

We believe that investment-related goals consist of four stages. For each stage, there is a primary objective and key risk. Our strategies seek to balance both.

Stage 1: Grow

Objective: Accumulate Assets

Risk: Volatility

Stage 3: Spend

Objective: Distribute assets

Risk: Longevity

Stage 2: Preserve

Objective: Protect assets

Risk: Drawdown

Stage 4: Transfer

Objective: Inheritance

Risk: Policy