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Risk Assessment

Wealth Preservation Education > Our Services > Risk Assessment

UNDERSTANDING YOUR INVESTING RISK TOLERANCE

Discover More About Risk

Do You Wonder How Risky Your Investments Are?

Read the Risk Capacity Report

Start Your Risk Assessment

What is your risk tolerance when it comes to investing money in the stock market?

Are you risk adverse or do you not mind subjecting your money to large losses in the stock market? Or maybe you are somewhere in between?

Find out right now by using our Investment Risk Quick Score App!

What is OnPointe Quick Score?

OnPointe Quick Score is a tool (powered by OnPointe Risk Analyzer) that allows you to “score” individual investments.When we say “score”, that means our tool will analyze hundred of data points and provide the following about investments:

 

  • How risky is the investment (on a scale from 0-100).
  • The rate of return (for 1, 3, 5 10+ years).
  • The maximum drawdown (how big was the negative return during the last crash).
  • The rate of return (for 1, 3, 5 10+ years).

Thinking About Your Risk Tolerance?

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Low Risk

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Moderate Risk

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Our Approach

  • 1. Assess

    We always start with people. Business is driven by human behavior. And we take a human-centered design approach to portfolios and wealth planning. Through observation, learning, and immersive research we are able to roadmap solutions that work for our clients.

  • 2. Develop a Strategy

    This is where we bring the design a financial life for our clients. We go to great lengths to uncover and alleviating stumbling blocks that could interfere with successful implementation. Our 360-degree focus on customers and tech-agnostic approach allow us to develop flexible solutions that scale with business needs.

  • 3. Implementation

    Papers, graphs, charts don’t amount to much without proper implementation. We take the time to carefully and thoughtfully see our plan put to work. The end goal is to have a wealth accumulation as well as a wealth preservation strategy.

We review your financial life from the ground up. Rethink it and rebuild it.

Income for Life
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