In our QuickStart guide and supporting documents, we outline a step-by-step process for best practice risk profiling. In that process we provide best-of-breed psychometric assessment of personal financial risk tolerance. We give you a robust, quantitative methodology for linking risk tolerance scores to asset allocations and widely acclaimed educational materials to assist advisors in setting realistic risk and return expectations for your clients.
FinaMetrica works side-by-side with professional financial planning software and the ability to construct portfolios.
While we don’t provide asset allocations or model portfolios we do provide a methodology to express risk tolerance scores in terms of asset allocations so that apples-to-apples comparisons can be made between risk required, risk capacity and risk tolerance.