Life is full of situations where you need to weigh the risk of a certain event happening against the reward you get if you are successful. Some people are risk takers and other are more risk adverse. Creating a client portfolio with the proper amount of risk/reward is very important to us, and we think it should be to you too.
Clients often come to us only to find that their personal level of risk does not match up to their current investments. We use a tool that calculates your risk score down to a specific number so you can feel more confident about your current portfolio. Once we determine your risk score we build you a portfolio that matches up with your level of risk.
Please contact us if you would like to know what your current personal risk score is, to see how it matches up against your current portfolios risk score.