At Intelligent Investing, we understand that risk can be one of the most challenging aspects of managing your financial future. We’ve spent years studying investor psychology and leveraging cutting-edge technology to help our clients navigate risk with confidence. Built on the academic framework (Prospect Theory) that won the Nobel Prize for Economics in 2002, we use complex risk software to pinpoint investor risk tolerance and engineer portfolio risk.
There are typically four types of risk that many people aren’t fully aware of:
- Your Ability to Take on Risk: This depends on your assets, income, and cash flow.
- Your Willingness to Take on Risk: This is about your comfort level—can you sleep at night with the amount of risk you’re taking?
- Your Need to Take on Risk: This is about your goals, your needs, your wants, and your wishes and the risk needed to achieve.
- Your Actual Portfolio’s Risk: This is the kind of risk you have in your overall portfolio.
To help you understand your risk profile, we’ve developed a quick five-minute complimentary risk questionnaire. If you’re married, we recommend sitting down with your spouse to complete it together. This can be a great way to ensure you’re both on the same page regarding your financial future.
Want to know your risk number? Click here to take the questionnaire
Our approach to risk management aligns with how top institutions like the Yale Endowment view risk. This is also in line with the wealth management experts of the CFA Institute. To see how we manage risk and make it work for you, check out this brief two-minute video.
At Intelligent Investing, we are a boutique wealth management firm specialize in serving clients with $1,000,000 to $10,000,000 of investable assets. We also serve HENRYs (High Earner Not Rich Yet) if they have at least $250,000 of investable assets.
We would be honored to serve you and your family. If you’d like to discuss your financial goals and how we can help you achieve them, please book a meeting with us. We are also happy to perform a complimentary portfolio review for those with at least $1,000,000 in investable assets. Click here to book a risk assessment call.
