RD
Risk Dimensions The Perch intelligence layer
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The Perch

Our Curated Calendar

Forward selections and historical context. Priority 1 and Priority 2 are governed Perch selections; raw calendar events remain Priority 3 context and are never presented as Coach-ranked. The point is not a busier calendar. It is a clear distinction between governed decisions and scheduled source material.

Priority
Calendar Window
Event Type
Signal Grouping
Our Take Sort

What We Think Is Important

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What The Market Is Watching

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Priority 3: Other Context

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Example lens configuration

One forward view, governed from firm to client.

Risk Dimensions sets the investment canon. The advisor lens adjusts the read for a specific practice, then the client lens focuses the conversation on the portfolio, constraints, and questions that matter.

Investment CanonRisk Dimensions
Advisor LensMark Connors
ClientMark Connors · HNWI

Priority 1 and Priority 2 require governed Perch rank and Coach rationale. Priority 3 is raw scheduled calendar context, not Coach-ranked selection. Calendar history is context, not an immutable record of prior Perch rankings.