Did you know many investors get stuck in investment portfolios that don’t align with the facts in their current life situation? That’s because a lot of portfolio matching is based on a subjective risk tolerance questionnaire that could vary wildly depending on what’s going on in the market, or how you feel that day. This is why your financial advisor has chosen to partner with Totum Risk.
Totum takes a fact-based approach to your risk profiling. Instead of just a single risk tolerance score, Totum looks at three scores at once:
RISK CAPACITY – Your ability to take risk based on the facts of your current life situation
RISK PREFERENCE – How much risk you are willing to take based on your personalized preferences and prior experiences with investing
PORTFOLIO RISK – A calculation of the assets of your portfolio and how much risk exposure you have to potentially change
Watch to learn more.
Want to see how Totum’s risk profiling platform can help better engage your clients?
