Risk Comfort Zone


Why is it important to know your risk comfort zone?  It’s the most important factor in determining the best portfolio for your needs.  A portfolio that is aligned with your risk comfort zone will help you to sleep more peacefully at night.

Risk Comfort Zone Questionnaire

The questionnaire below is designed to gauge your attitude toward investment risk. After completing the questionnaire, you will be given a risk score which you and/or your advisor can use to select a proper investment portfolio.

This questionnaire requires a password. 
If you have not received one or have lost the password, click here to contact us and request a password.