Assessment Tool

Dial in your Risk Number

Risk Number® technology objectively calculates an investor's true risk tolerance, utilizing a scientific framework that won the Nobel Prize for Economics.

By taking your personal investor quiz, we will be able to pinpoint and quantify your specific risk tolerance, which will then help you align your current portfolio with your true investment objectives and expectations.

We call this complete process "Portfolio Matching" and it is a key step in the Financial Planning process for every one of our Client Families.

We love this approach to using smart technology to give us an edge in positioning your investment portfolio more accurately for your unique views on risks and opportunities in your investment accounts.

Complete your assessment by clicking the button at the bottom and have fun!

Watch what this tool can do for you?

Once you walk through the cool process online, we will receive a note with your answers and your results - most importantly your Risk Number.

We are happy to share this insight with you and pass along any thoughts.  If you would like for us to complete a formal review of your investment portfolio and accounts to determine if your portfolio fits your plan, let us know by sending us a note or picking a time for us to talk more about how we serve our Client Families.

If you know about risk...

...see how we manage your money?