What’s Your Risk Number?
Dauble+Worthington has partnered with Riskalyze to help give our clients a better understanding of risk. We do not subscribe to the traditional conservative, moderate and aggressive labels when defining a client’s risk tolerance. We have found that these words have drastically different meanings to different investors. Because these definitions of risk are subjective, we wanted to find a different way to judge our clients’ appetite for risk. Our partnership with Riskalyze allows us to objectively determine risk. By taking this simple “risk questionnaire”, we are one step closer to determining the right portfolio for our client. Click the button below to determine your initial “Risk Number.”