What's Your Risk Number?
The first and most important step to a successful investing strategy is to understand the level of risk you’re comfortable with. Understanding your risk tolerance and how different investment strategies can impact your overall financial plan is essential to developing an investment strategy that aligns with your short and long-term goals.
At Glenwood Investment Group, our team is dedicated to helping you fully understand your risk tolerance. Based on this information, we develop a highly personalized portfolio to help you achieve your goals within your risk comfort level.
How Your Risk Number Shapes Your Investment Strategy
Before developing an investment strategy for individuals, families, or business owners, we offer a quick and simple assessment tool to help you determine your risk tolerance. Based on the results, your portfolio is given a Risk Number between 1 and 100, which allows us to gauge its overall risk and volatility.
It’s common for one’s risk tolerance to fluctuate over time. As your risk tolerance changes, we adjust your investments accordingly to ensure your strategy always reflects your financial goals.
