Investing isn't just about chasing returns—it’s about making sure your portfolio is aligned with your goals, your time horizon, and your peace of mind. That alignment starts with understanding risk.

We help clients define two key aspects of risk:

• Risk Tolerance – How much risk are you emotionally comfortable with?

• Risk Capacity – How much risk can you financially afford to take based on your goals and timeline?

When your investment strategy reflects both your tolerance and your capacity, you're more likely to stay the course through market ups and downs. Take a few minutes to complete your risk score quiz below—this is the first step in building a portfolio that fits you.