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Risk Tolerance is one of the most important factors we consider when discussing investment plans with our clients. We want to make sure our clients are able to financially achieve their goals, but we also want to make sure we take on an appropriate amount of risk for them as well. If we take on too much risk then the client may be nervous or anxious regarding their accounts. If we take too little risk then their accounts potentially may not grow enough to reach their goals. There is a fine line when it comes to an investor’s risk tolerance, so we use a risk tolerance questionnaire in order to pinpoint the appropriate level.

We can also use this risk scale to determine how much risk an investor is currently taking. By inputting all of a client’s individual holdings, we are able to gauge the amount of risk within their account. We can then cross-reference their portfolio score and their questionnaire score to ensure they are invested appropriately. If not, we solutions available to assist our clients in aligning their accounts with their personal tolerance for risk. This process is a part of our fiduciary planning tools and our clients truly appreciate the peace of mind once they are allocated appropriately.