Tolerisk® is the leading analytical tool used by Financial Advisors to help their clients figure out how much risk to take in their investment portfolio.
Tolerisk® uses a patent-pending process to analyze your Willingness and Ability to take investment risk and then combines them into a simple and actionable risk benchmark which is customized for you.
You’ll be asked a series of questions which reflect both your personality and the chronology of your cash-flows. The results will be sent to your Advisor for review and discussion with you. In addition to your current Tolerisk® Score (risk benchmark), you’ll be able to see an estimate of your probability of running out of money based on your age and life expectancy.
Understanding your unique Risk Tolerance is an important step in preparing for your financial future.