As we work together to identify your financial goals and path, it is important to have an understanding surrounding your sentiments towards market conditions and volatility; this enables us to provide feedback and advice uniquely aligned to your personal goals and comfort zone.
The Risk Tolerance Assessment uses advanced software that converts and quantifies the answers you provide into a “Risk Number.” This number serves as a guide to assess your current investments and further discussion.
Are you interested in finding out your Risk Number?
As our client, once she receives your Risk Number, we are able to cross reference this result to your current portfolio holdings. Risk is gauged through the following factors:
Waddell & Reed is not affiliated with Riskalyze.