Welcome, Client Name

  • Willingness Willingness
  • Ability Ability
  • Submit Submit

Welcome to Tolerisk®!

One of the most important investment decisions you’ll make is how much risk to take. Tolerisk® uses a sophisticated process to help you and your Advisor customize the right risk level for your personal financial circumstances and personality.

This exercise will ask you a series of questions related to your Willingness & Ability to take investment risk. You may not know the answers to some of the questions. That’s ok! Most of the questions have a “Discuss with my Advisor” check box that will alert your Advisor that you want to chat about the question when you review the results together. You can even skip a question altogether and discuss with your Advisor later.

If at any point along the way you need to pause, click the “Save and finish later” button and you will be given a personalized link that can be used to return to the exercise at a later date. Once you are finished, your information will be sent to your Advisor. Your Advisor will be able to review the results with you during your next meeting.

All set? Let’s get started!

ONE OF THE MOST IMPORTANT DECISIONS YOU’LL HAVE TO MAKE IS HOW MUCH FINANCIAL RISK YOU’RE WILLING AND ABLE TO TAKE.

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THIS EXERCISE WILL ASK YOU A SERIES OF QUESTIONS TO GAUGE YOUR COMFORT LEVEL WITH INVESTING WHILE INCORPORATING YOUR CURRENT AND ANTICIPATED FINANCIAL CIRCUMSTANCES.

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AT THE END OF THE EXERCISE YOUR ADIVSOR WILL HAVE A BETTER UNDERSTANDING OF YOUR PERSONAL WILLINGESS AND REAL-WORLD ABILITY TO TAKE RISK.

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