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Find Your PRISM Score and Learn About Risk

Let’s Talk About Risk

See how we evaluate risk and get your complementary portfolio Risk Analysis Report.

Since the investments inside your portfolio should mirror your risk tolerance, wouldn’t it be nice if there were a way to calculate each investment’s exact risk-reward position and give it a numerical value—a PRISM™ Risk Score? Thankfully, there is.

Complete a PRISM™ Risk Score Analysis for a precise, mathematical way to find out if you’re invested correctly. Finding your portfolio’s Risk Score and evaluating each investment is as easy as 1-2-3.

Find your Risk Score in 3 steps:

Step 1: Take the simple PRISM™ questionnaire to find your risk tolerance.

You will find straightforward questions about your financial goals, portfolio, and different risk scenarios.

Step 2: Securely share your investment information and get a PRISM™ Investment Risk Score.

Share your holdings and let us analyze the risk in your portfolio to see how it compares to your risk tolerance.

Step 3: Receive your complimentary analysis to improve your portfolio and financial plan.

We’ll provide a complementary assessment of the factors and individual securities driving risk in your portfolio, and how we can realign it to help you reach your financial goals.

Take our questionnaire and get your complementary Risk Score Analysis.