Case Study: Trust Point Advisors achieves peace of mind and clearer portfolio risk insights with HiddenLevers

Trust Point Advisors - Customer Case Study

Trust Point Advisors sought a portfolio risk management platform to help their investment team identify unforeseen downside risks and show clients how portfolios might react under different economic scenarios. They selected HiddenLevers to illustrate portfolio behavior, run stress tests, and provide forward‑looking scenario analysis for both existing and prospective clients.

Using HiddenLevers, Trust Point Advisors stress‑tested and compared proposed allocations to current ones, identified fund sensitivities to indicators like rising interest rates and oil prices, and visually demonstrated relative downside risk between client and recommended portfolios. The HiddenLevers tools helped the firm make more informed allocation decisions and gave clients greater transparency and confidence—providing the “peace of mind” Trust Point emphasizes.

Trust Point Advisors