The average Person is two and a half times more concerned
about potential losses as opposed to potential gains.
Risk questionnaires and assessments can provide valuable insights that that help us determine how to optimally position your investments.
The Risk Number Assessment focuses on maximum “tolerable” loss since we humans tend to be much more reactive to loss than gain. Therefore, having a sense of a person’s loss threshold can be very informative on the list of portfolio design considerations. We consider your Risk Number along with a proprietary questionnaire and a detailed understanding of your financial situation, goals, and investment preferences to provide an investment strategy custom-tailored just for you.