Risk Assessment
How much risk are you actually carrying?
Most investors can't answer that question with a number. In five minutes, you can.
Everyone has a Risk Number®, a score from 1 to 99 that measures how much market risk you're truly comfortable taking. Most people have never measured theirs.
Here's why it matters: if your portfolio is taking more risk than you're comfortable with, you'll likely sell at exactly the wrong moment. If it's taking less, you may be quietly falling short of your goals. Either way, the mismatch costs you, and most investors never see it until a challenging market makes it obvious.
How it works
Answer a short questionnaire built on real dollar scenarios, not vague "how do you feel about risk" questions. It takes about five minutes.
Get your Risk Number®, 1 to 99, along with the gain-and-loss range you're actually comfortable living with over the next six months.
Compare it to your current portfolio. This is where it gets interesting: most people discover their investments don't match their number.
Who this is for
You do not need to be a Vintage Financial Partners client to use this tool. It's especially worth five minutes if:
You haven't reviewed your portfolio's risk since you set it up.
Your life has changed: a new job, a new family, approaching retirement, or the sale of a business.
You inherited or accumulated investments you've never formally assessed.
You work with another advisor and want an independent read on your risk.
Find your Risk Number®
Five minutes. No cost. No obligation.
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Already know your number and wondering what to do with it? Schedule a conversation.