In our experience, investment risk questionnaires nearly always miss the mark. Stereotyping investors with subjective semantics simply doesn’t work. The words “moderately conservative investing” may mean something different to you than it does to the person next to you. Additionally, a person’s age doesn’t always determine those factors either.
Our approach utilizes something called the Risk Number. It’s a quantitative way to pinpoint how much risk you want, how much risk you currently have in your portfolio, and how much risk you need to take to reach your goals.
All of these factors are taken into consideration to build you an optimized portfolio that fits your risk tolerance and goals. We can then stress test your new portfolio, discuss your probability range, and set expectations for the future.
Does your portfolio align with your goals for risk? Check your risk now.