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How does True Wealth determine my risk tolerance?

True Wealth uses a questionnaire to determine your risk tolerance. We believe that a targeted questionnaire is a very efficient tool to determine and objectify your actual risk tolerance.

There are two sides to risk tolerance:

  1. Your subjective willingness to take risks. This determines the level of risk you feel comfortable with.
  2. Your objective risk capacity. This determines the level of risk that is compatible with your personal circumstances and financial situation.

Our questionnaire determines both sides of your risk tolerance and then leads to a corresponding portfolio proposal that is optimally tailored to your situation and your investment goals.

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