A Word About Risk.
Have you felt confused by risk questionnaires and the unhelpful industry jargon they use?
We believe it is imperative that we review and discuss risk with our clients as a key part of managing their assets and/or financial plan. We use a simple risk survey, accomplished online through a short series of questions and answers. This establishes a personal "risk score", for each client, reflecting your comfort level with risk. Going through this survey doesn't take long, and many clients consider it both educational as well as revealing. We then use this to compare to your existing assets to identify fit or lack of fit, and apply this to future investment recommendations so they fall within your risk tolerances. I encourage you to learn your risk score by clicking on the "Riskalyze" link below.
