Quantifying Your Risk Tolerance

Properly assessing your risk tolerance is one of the most vital factors in our financial planning process. It’s not a one-size-fits-all approach. Simply using your age to determine how aggressive or conservative you should be with your investment portfolio isn’t the best strategy. We use an objective tool called Riskalyze to help provide clarity.

Riskalyze allows us to accurately pinpoint your acceptable level of risk, and in our experience we’ve found the tool offers an unparalleled level of accuracy. By completing a 5-minute questionnaire, Riskalyze takes portfolio size, financial goals, and what you’re willing to risk for potential gains and assigns you a unique risk number. We use that objective number to construct a portfolio well-aligned with your risk preferences.

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