What’s Your Risk Number?
Click on this button to take a 5-minute quiz that covers topics such as your financial goals, portfolio size, and what you’re willing to risk for potential gains. This process will pinpoint your exact “risk number” that will help guide you and your Lesko advisor through the process of analyzing the suitability of your investments.
Once you have received your risk number, your advisor will contact you shortly to set up an appointment.
What’s your Risk Tolerance?
Unlike traditional risk tolerance assessment tools which focus primarily on the client’s willingness to accept risk, Tolerisk® measures the client’s willingness and their ability to take investment risk, by incorporating their cash-flows. All factors are combined into a simple, measurable, and actionable risk directive.
Once you have done your assessment, your advisor will contact you shortly to set up an appointment.