Risk Management
When it comes to risk, do you have too much or not enough?
When your portfolio reflects your tolerance for risk and supports your financial goals, it’s like being on top of the world.
“Take calculated risks. That is quite different from being rash.”
—George S. Patton
—George S. Patton
How much risk do you want?
We all have different tolerances for risk. For investing to feel good, you need to feel comfortable with the level of risk in your portfolio. We start by conducting a careful risk assessment to see where you stand. We use Riskalyze, a sophisticated software based on cutting-edge scientific theory, to pinpoint your risk number. Your risk number can range from 0 (very conservative) to 100 (highly aggressive) and reflects your personal comfort level with risk.
At Ascent, we always respect your tolerance for risk. We also recognize that your risk number can evolve over time based on life experiences, events, and how close or far away you are from meeting your financial goals. As fiduciaries bound to serve your interests, we will always strive to give you peace of mind.
How much risk do you want?
We all have different tolerances for risk. For investing to feel good, you need to feel comfortable with the level of risk in your portfolio. We start by conducting a careful risk assessment to see where you stand. We use Riskalyze, a sophisticated software based on cutting-edge scientific theory, to pinpoint your risk number. Your risk number can range from 0 (very conservative) to 100 (highly aggressive) and reflects your personal comfort level with risk.
At Ascent, we always respect your tolerance for risk. We also recognize that your risk number can evolve over time based on life experiences, events, and how close or far away you are from meeting your financial goals. As fiduciaries bound to serve your interests, we will always strive to give you peace of mind.
How much risk do you have?
It’s not uncommon for investors to hold a portfolio that tilts either too risky or too safe. We evaluate your investments using your risk number along with a Probability Range—a useful tool for showing how your investments are likely to perform. We carefully analyze your portfolio to flag investments that are at odds with your tolerance for risk.
How much risk do you really need?
Some financial goals, such as saving for retirement, may be out of reach unless you embrace a greater degree of risk. Other goals may be easily met without taking on unnecessary risk. That’s why it’s crucial to understand how much risk you really need. We help you see the big picture, so you can take an informed approach to risk.
When your risk tolerance, portfolio, and financial goals are aligned, you can make real progress and enjoy the journey.
Have 5 minutes? Take our online questionnaire and discover your risk number. It’s the first step to greater financial health and happiness.
