Could we help you create your dream portfolio? CERTIFIED FINANCIAL PLANNER® professional Daniel Colston tells clients that the best portfolio we can make is the one that helps you sleep better at night.
No two investors are the same. Younger investors typically are more tolerant of risk because they have the time to gain back any losses while seasoned investors may wish to focus more on wealth preservation. We want to make sure that we are building the right portfolio for your investing needs while staying within the bounds of your risk tolerance. Take the questionnaire below to see what your risk tolerance score is from 1-100.
After you finish taking the quiz, one of our advisors will be in touch with you shortly to go over your risk score and help you determine next steps.