How Much Risk Should You Take?

Portfolio Risk

It’s not something that’s fun to talk about, but a well-built investment portfolio and financial plan mean nothing if the risks taken don’t align with your attitude about the potential for loss. Some investors fear portfolio volatilty, others embrace it. Neither attitude is wrong, but the way each type of person invests needs to be in harmony with their feelings about risk.



We use a tool that aims to calculate a client’s Risk Number®. This Nobel Prize winning scientific framework objectively determines an investor’s personal risk tolerance. Below is a link to a brief quiz, that will be able to pinpoint and quantify your exact risk tolerance. This number will help you align your current portfolio with your true investment goals and expectations. This technology gives our clients an edge in understanding risk allowing them to make educated decisions about their investments and total financial picture.



Are you ready to speak with our team about the risk in your investment portfolio? Schedule a meeting or email us with a question today!

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