Where Behavioral Finance Meets Analytics
The first company to combine behavioral finance with 360° risk visualization, Andes provides a unique solution to help financial advisors effectively tell their stories:
- The value-add story
- The long-term story
- The fiduciary story
Andes, designed for the ultimate fiduciaries.
Founder and CEO
Harry Markowitz Award Winner
Our beautiful Risk Tolerance Test (see video) is supplemented by a risk questionnaire to improve accuracy.
Practical Behavior Finance helps you spot “trouble-makers” and personalize services. It also helps protect baby boomer clients and eases wealth transfers.
In “A Comparison of Risk Tolerance Products”, Bob Veres says, “Andes Wealth is the only program… that maps a client to a place on the efficient frontier; … an ongoing instrument to spur dialogue and provide explanation in the face of extreme market conditions.”
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