Case Study: Twelve Points Wealth Management achieves clearer client risk understanding and stronger prospect conversion with HiddenLevers

Twelve Points Wealth Management - Customer Case Study

Twelve Points Wealth Management, led by David Clayman, faced a common advisory challenge: clients and prospects dramatically underestimated the hidden risks and volatility in their portfolios. After seeing a demo at the TD Ameritrade LINC conference in 2015, they adopted HiddenLevers’ stress-testing platform to make scenario-driven risks tangible and client-friendly.

Using HiddenLevers, Twelve Points Wealth Management now stress-tests every portfolio they review, discovering that less than 5% of prospects understood the volatility in their holdings. Over two years of use, HiddenLevers has helped the firm convert more prospects, win stronger client buy-in, and set realistic expectations by illustrating how various world scenarios could affect return sequences — especially valuable after an eight-year market run-up.

Twelve Points Wealth Management

David Clayman

Twelve Points Wealth Management