What is risk and why should it be important to you?

Your risk objective describes the amount of volatility you can tolerate in your investment portfolio.  We have a tool that will quantify your risk objective and compare it to your current portfolio.  

Start by answering the simple questionnaire below that will gather information about your portfolio size, your financial goals, and how much risk you are willing to take to accomplish your goals.   The resulting 'risk number' can be compared to the actual risk in your portfolio.  Your financial advisor can then help you re-align your portfolio to meet both your financial goals and your risk objective.