Help CenterInvestment processHow does True Wealth determine my risk tolerance?
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:
- Your subjective risk acceptance, which determines the risk level with which you are comfortable.
- 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"
How do I get a portfolio individually optimised for me?Is securities lending excluded?Does True Wealth also offer portfolios for investors in currencies other than Swiss francs?Can I use other ETFs than the ones you recommend?Can I invest in individual stocks at True Wealth?How does True Wealth select the investment instruments?How often will you adjust my portfolio?When do you trade?
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