Totum

How Totum’s Risk Platform Helps Clients

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?

Share This Story, Choose Your Platform!

Share on facebook
Share on twitter
Share on linkedin
Share on pinterest

This blog is sponsored by TIFIN Grow LLC. The information and data are as of the publish date unless otherwise noted and subject to change. This material is provided for informational purposes only and should not be construed as individualized investment advice or an offer or solicitation to buy or sell securities tailored to your needs. This information covers investment and market activity, industry or sector trends, or other broad-based economic or market conditions and should not be construed as investment research or advice. Investors are urged to consult with their financial advisor before buying or selling any securities. Although certain information has been obtained from sources believed to be reliable, we do not guarantee its accuracy, completeness or fairness. Past performance is no guarantee of future results. This content may not be reproduced or distributed to any person in whole or in part without the prior written consent of TIFIN Grow LLC. As a technology company, TIFIN Grow LLC provides access to tools and will be compensated for providing such access. TIFIN Grow LLC does not provide broker-dealer, custodial or other related investment services. TIFIN Grow LLC receives compensation for all search results marked “sponsored.”

By clicking on the link on this page (or filling out this form) you agree to receive communications from TIFIN Grow LLC, its parent company or its affiliates. You may opt out at any time. For more information, please refer to the Privacy Policy of the respective company or affiliate.