The questions in this section address various elements of risk tolerance, and are critical towards establishing a baseline allocation of overall holdings. This is the core component of our financial analysis, and of any Investment Policy Statement.
For years the financial services industry has used questionnaires to help design suitable investment portfolios that matched your individual risk tolerance and wealth accumulation goals but as you transition into retirement your focus on wealth accumulation chanages to wealth distribution.
Changing your priorities from growth to income requires a re-assessment of your time horizon, need for income, and tolerance for investment risk. These elements should form the basis of any re-design of your investment portfolio.