Do You Know Your Risk Tolerance Score?
Risk tolerance means the level of volatility in investment returns that an investor is willing to withstand. Many investors are unknowingly invested in direct opposition to their preferences. We use a questionnaire that includes a unique blend of risk capacity and risk tolerance preferences to determine a more realistic and accurate risk profile for our clients. Knowing how your personal risk score compares with your current portfolio makes it easy to evaluate whether your investments are actually meeting your needs or put together a more perfectly suited recommendation.