Risk Assessment

Creating an effective investment strategy takes a thorough understanding of your unique financial risk tolerances. In fact, indentifying the amount of risk you can comfortably tolerate is the first step in determining your investment strategy.

Your SVA Plumb Financial professionals work with you to identify important factors needed to define your objectives. As part of our process, we seek to learn about your financial attitudes, values, motivations, preferences and experiences. Once we have clarified your requirements and goals, we work with you to create a portfolio designed to meet your objectives.

To assist you in determining your individual risk tolerance, we recommend taking the FinaMetrica risk tolerance questionnaire. This highly personalized assessment takes fifteen minutes to complete and gives reliable in-depth insight. It allows you to gain a better understanding of financial risks to help make informed decisions. By completing the questionnaire independently, you are prone to results uninfluenced by others. For access to the FinaMetrica tolerance questionnaire, email us.

To learn more about the services SVA Plumb Financial can provide for you, contact us at (888) 856-8801.