Case Study: The Financial Chef achieves better risk alignment and lower costs with HiddenLevers

Financial Chef - Customer Case Study

David Ortiz of Financial Chef needed a way to communicate portfolio risk visually and test "what if" scenarios with clients rather than relying on a single risk number. He turned to HiddenLevers’ graphical risk tools and proposal features to support his risk-management practice and client conversations.

Using HiddenLevers, Ortiz analyzed a large prospect’s holdings, identified that the incumbent advisor was taking more risk than the client wanted, and used HiddenLevers’ proposal tool to present a lower-cost allocation better aligned with the client’s risk and return expectations. HiddenLevers also helps Financial Chef quantify fees and risk for transparency, support fiduciary duties, and win prospects by clearly showing when clients are being underserved.

Financial Chef

David Ortiz

Financial Chef