Spend 5 minutes to uncover your risk score, align it with your investments, and gain financial confidence.
Losing sleep over your investments?
Is your portfolio working toward your long-term vision?
Ready to stop guessing and start planning your financial future?
Take this quick risk assessment to see if your portfolio aligns with the level of risk you’re actually comfortable with.
Our 3-Step Risk Test
1
Take the Risk Analysis Test
Answer the questions in the risk test as accurately as you can to ensure you get a more accurate risk score.
2
Get Your Risk Score
Once you receive your risk score look over your portfolio.
3
Schedule A Call
Let our registered advisors compare your portfolio to your risk score. This way you can ensure your portfolio is set up based on your risk tolerance.
Not happy with your score? Then schedule a 10-minute call with one of our Portfolio Risk Specialists.