What’s Your Risk Number?

When providing investment management for our clients, we believe in low-cost exchange traded funds (ETFs) to minimize investment costs and maximize tax-efficiency in your portfolio. This enables you to keep more of the gains you get from the markets in your pocket.

We also believe aligning your investments with your unique goals and comfort level around risk is what enables you to stay invested for the long-term. Discovering your risk number is all about understanding your risk tolerance and identifying what you deem as acceptable levels of risk and reward.

By taking a few minutes to answer a series of questions built on a Nobel Prize-winning framework, we’ll be able to determine how fast you’re comfortable traveling on your investment journey.