Discover Your Personal Risk Tolerance
Understanding your comfort level with investment risk is a crucial first step toward building a portfolio that fits you. Our Risk Tolerance Scale is a simple, self-guided questionnaire designed to help you identify your unique “risk personality” when it comes to investing.
How to Complete the Assessment
- Read each question carefully and choose the response that feels most accurate for you—not what you think is the “right” answer.
- Be honest about your instincts—this is about your personal comfort level, not about matching any particular profile.
- Answer all 13 questions to ensure we can give you the most accurate result.
- Submit your completed form to our team when finished. We’ll review your answers, calculate your score, and follow up with insights on your investment risk profile.
What Happens Next
Once we receive your responses, we’ll provide:
- Your Risk Score and explanation of what it means for your investments.
- A comparison of your current portfolio (if applicable) to your risk comfort level.
- Recommendations for aligning your investment strategy with your personal tolerance for risk.
Your answers are confidential, and there’s no obligation to work with us—this is simply a tool to help you invest with clarity and confidence.
