2018 Industry Awards Winner 2018 Industry Awards Winner >

We're here to help you

Learning Center > Risk Tolerance in Stratifi

Risk Tolerance in Stratifi

Our questionnaire is designed to help an advisor evaluate a prospect or a client’s risk profile. The answers to our questionnaire help an advisor determine a client’s risk tolerance, risk capacity, and overall appetite for risk. Advisors can then easily design appropriate investment portfolios to match the risk profile.

Skip to toolbar