The Stress Room
The risk conversation, with receipts. Replay a mix through the storms clients actually remember — how far it fell, how long it took to get back. Funds younger than a storm ride a basket of sector stand-ins instead, and every modeled figure says so.
Real daily history back through 2007 · first run on a new mix takes a few seconds, then it’s instant
Why this room existsClients don’t sell because of volatility numbers — they sell because 2008 felt bottomless. Showing a mix riding through that exact storm, and recovering, is how an advisor keeps a client invested. Type the mix, print the chart, have the conversation before the next storm does.