Are you risky or conservative? Or somewhere in between?
A 30-second read by the Baron Team: When it comes to your portfolio, it is important that you are invested in a strategy that aligns with your ability and willingness to take risk. Baron Financial Group is pleased to provide a free, scientific assessment of your financial risk-tolerance*. The questionnaire will provide you with a risk score, a crucial component when developing a long-term investment strategy.
How does it work?
To access the Risk Tolerance Questionnaire, you can either click here, or press on the “Are you risky or conservative?” button on the footer of our website.
You will be asked to provide your name and email address. Please note that we will only use your email to contact you regarding your score.
You will then be directed to the FinaMetrica website, where you will be prompted to answer 12 questions that will help to determine your risk tolerance score. At the time of this writing, the questionnaire can only be accessed via computer – tablet/phone capability is currently not available.
If you have any questions about the process or would like further information or instruction, please contact a member of our Baron Team.
* The risk tolerance calculator is intended to serve as an informational tool only, and should not be construed as legal, investment or tax advice. Every investment strategy has the potential for profit or loss.