By: Financial Advisor Tim Hayes - posted in: Investing - Last updated Sep 11, 2019

FinaMetrica Risk Tolerance Questionnaire and Profiling

by | Last updated Sep 11, 2019 | Investing

For some individuals, nothing feels worse than seeing their account drop; conversely, for others, they regret losing out on potential gains. Perhaps the first investor’s portfolio was too hot while the second was too cold.

FinaMetrica’s® risk profiling system generates a personalized assessment of an individual’s risk tolerance and provides you an opportunity to gauge if your current investments are too hot or too cold.

The evaluation is web-based consisting of twenty-five questions, with eight optional demographic questions. It only takes fifteen minutes to complete. Upon completion, you receive a detailed report that includes your risk tolerance score.

After you receive your score, I can transfer it to FinaMetrica’s® asset allocation mapping system to convert your score to a portfolio. I then use fi360’s proposal report to compare your current assets to the portfolio generated from your risk tolerance score.

About Financial Advisor Tim Hayes

Tim Hayes AIF®, CRPS®, AWMA®, CFS®, APMA®

Registered with Cambridge Investment Research, Inc., a broker-dealer with over 3,000 Registered Representatives nationwide. Investment Adviser Representative at Cambridge Investment Research Advisors, Inc., a $94B RIA based in Fairfield, IA. I've held an industry securities registration for 26 years and am subject to SEC and FINRA oversight.

Click to Call

Pin It on Pinterest

Share This