How does True Wealth determine my risk tolerance?

True Wealth uses a questionnaire to determine your risk tolerance very accurately. We believe that our focused catalogue of questions is a very effective tool for determining our customers' true risk tolerance. The questionnaire allows us to assess each customer objectively.

Your risk tolerance has two aspects:

  1. Your subjective risk acceptance, which determines the risk level with which you are comfortable.
  2. Your objective risk acceptance, which determines the risk level that matches your personal circumstances and your financial situation.

Our questionnaire determines both aspects of your risk tolerance and leads to a matching portfolio proposal, optimized for you situation. Find out more about why your risk tolerance is of critical importance to your portfolio.

More questions in "Investment process"

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