Case Study: Williams Financial Advisors achieves clearer fiduciary risk management and reduced client portfolio downside with HiddenLevers

Williams Financial Advisors - Customer Case Study

Williams Financial Advisors, led by Partner and Wealth Advisor Dany Martin, needed a client-first solution to communicate portfolio risk more transparently after finding disparate tech and transaction-driven models unsatisfactory. While evaluating options with RFG Advisory, Martin discovered the HiddenLevers trial account and quickly identified HiddenLevers as the risk-management tool that fit his fiduciary, client-centric approach.

HiddenLevers was implemented to provide quantitative, client-facing risk analysis and portfolio reallocation scenarios, enabling clear, objective conversations about upside and downside. Using HiddenLevers, Martin showed a client her portfolio’s baseline downside of -23% and demonstrated a reallocation that reduced that downside to -13%, securing client buy-in, strengthening trust, and reinforcing Williams Financial Advisors’ fiduciary advice.

Williams Financial Advisors

Dany Martin

Partner and Wealth Advisor