One of the most persistent challenges for advisors is to get an accurate gauge of a client’s risk tolerance. That is one focus of Totum, a new platform created by the Los Angeles-based company Totum Wealth.
As the firm’s website notes, Totum means “all, the whole,” in Latin. The name represents the founders’ goals for the platform: to systematically illuminate the multidimensional risks in each client’s life and to generate a suitable, compelling and customized portfolio solution in minutes.
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