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How does True Wealth determine my risk tolerance?

True Wealth uses a questionnaire to determine your risk tolerance. Risk tolerance has two sides:

  1. Your subjective willingness to take risks. This determines the level of risk you are 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 guides you through both sides of your risk tolerance and presents you with a corresponding portfolio proposal that is optimally tailored to your situation and investment objectives.

More questions in "Investment process"

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