Is Your Investment Risk Aligned With Your Financial Goals?
Take our free portfolio risk assessment to discover if your investments match your risk tolerance and financial objectives.
Start AssessmentWhy Understanding Risk is the Basis for Successful Investing
Successful investing starts with recognizing that risk and return are directly linked. A gap between risk tolerance and actual risk exposure in a portfolio often leads to frustration, disappointment, and anxiety. While we can't eliminate investment risk, we can identify a level of risk that you're comfortable with and construct a portfolio based on that risk tolerance.
We use dynamic analytical software developed by Investipal to aid this process. This software helps us determine your personal risk tolerance using a scientific approach backed by research and award-winning technology. You may be surprised as to your true risk tolerance and how it compares to the level of risk you're currently taking.
When you aren't afraid to talk about risk, you and your financial advisor can be empowered to make better decisions.
The Science Behind Our Assessment
Our risk assessment tool uses proven methodologies to help you understand your true risk tolerance and optimize your investment strategy.
Scientific Approach
Award-winning technology backed by research to accurately assess your risk tolerance
Personalized Insights
Get customized recommendations based on your unique risk profile and goals
Better Decisions
Empower yourself and your advisor to make informed investment choices
Take Your Free Risk Assessment
Answer a few simple questions to discover your risk tolerance and get personalized investment recommendations.
Having trouble loading the assessment? Open in new window →
Don't Let Misaligned Risk Derail Your Financial Goals
Many investors unknowingly take on too much or too little risk. Our assessment helps you find the sweet spot that aligns with your comfort level and objectives.
See Investipal in Action
Curious how Investipal can help accelerate your firm's growth? Chat with one of our solution experts.
Schedule a Demo