Riskalyze® Introductory Video
There are typically three types of risk that we need to know but usually don’t know:
- My ability to take on risk (assets/income/goals)
- My willingness to take on risk (can I sleep at night with this much risk)
- My actual risk (what kind of risk do I actually have in my overall portfolio)
Intelligent Investing is leveraging technology and years of studying investor psychology to help answer these questions. If you want to know your risk number, click the link below for a five minute questionnaire. If you are married, we highly recommend sitting down with your spouse and taking the questionnaire together.
Intelligent Investing’s client sweet spot are those with $500,000 to $5,000,000 of investable assets. If you know of others that may want to know their risk number, click here to send them an email. (You’ll just need to add the recipient’s email address)