Broker Check


How To Determine Your Risk Score

  1. Click on the "Start Here" button below
  2. Follow the prompts until the end
  3. Enter your email address and you will be sent a "risk score"
  4. With your risk score, reference the Risk Score Chart below
  5. Use the chart to help guide you when constructing your investment portfolio (i.e., if you have a score of 18, you'd fall under the "Capital Preservation" category, which means you are likely more focused on not losing money than you are gaining, and should construct your portfolio accordingly.)

Risk Score Chart