Risk Number

Everyone has a Risk Number.
Let’s find yours.

Determining how fast you are comfortable traveling on your investment journey is the first step in helping us, your financial professional, develop an investment strategy that’s right for you.

The Risk Number is an objective, quantitative measurement of an investor’s true risk tolerance and the risk in a portfolio. The patented technology calculates a “risk score” on a scale from 1-99, utilizing a scientific framework that won the Nobel Prize for Economics. A higher Risk Number means a higher level of risk and potential return.


What's Your Risk Number?