RISK ASSESSMENT

Portfolio risk is one of the most essential challenges for any investor. More ambitious portfolios can generate greater rewards, creating more wealth in a single year than cautious portfolios can provide over several years of investing. But they can also lose most or all of those gains in an instant if the market turns volatile.

Meanwhile, stable and steady portfolios can protect your money, keeping it relatively safe from market downturns and unexpected events. But they also grow slowly, and may not provide the kind of returns you need to meet your financial goals. Managing risk is critical for any investor, more so than ever with the recent market fluctuations. With the right strategies, you can get it right.

Did you know?

  • It takes an 11% gain to recover a 10% loss.  - Not a problem.

  • It takes a 25% gain to recover a 20% loss.  - Harder.

  • It takes a 43% gain to recover a 30% loss.  - Problem.

  • It takes a 67% gain to recover a 40% loss. - Big problem.

  • It takes a 100% gain to recover a 50% loss. - Devastating.

  • It takes a 300% gain to recover a 75% loss.  - Catastrophic. 

Unknown risks in your portfolio can be catastrophic.

Take our three step risk assessment below to find out where your portfolio unknown risks are.

STEP 1: Get Your Risk Score

First up, take our 3-minute assessment. We’ve teamed up with OnPointe Risk Analyzer to offer a complimentary questionnaire that covers your current financial and life goals. From there, your Risk Score will be generated to offer a scale index.

STEP 2: Send Us Your Holdings To Analyze

After your unique Risk Score is generated, send us your statement(s), or holdings, and we will run a comprehensive analysis of your portfolio.

STEP 3: Schedule a discovery call!

Once our analysis is complete lets take a moment to show you our findings. Complete with recommendations and action items.