The Financial Planning reports will give you a hypothetical outlook to see if you are on track towards your financial goals. So please fill out the questionnaire page and mail, fax, or email to our office and we will process the information and have a report to you in a few days.
Assessing your Risk- Why is this important to you?
The most important information you give us is your tolerance for risk. It is impossible to overstate the importance of accurately assessing a client’s propensity for risk. If you intend to stay with your investment plan assessing your risk will allow a level of comfort through the inevitable volatility of the market. Risk assessment is really critical to the success of your financial plan.
The challenge for us as advisors is to find a good reliable method for testing clients and evaluating those test results with consistency. The science of psychometrics provides us with the foundation for a testing solution to help us meet that challenge. Psychometrics, a blend of psychology and statistics, is the science of test construction. It is an established discipline that provides standards against which tests can be evaluated.
Our risk assessment solution is provided through our strategic relationship with an Australian company named FinaMetrica four years in development, FinaMetrica’s Risk profiling system is to our knowledge, the world’s first web based system to meet internationally accepted psychometric standards. The FinaMetrica system offers previously unattainable levels of validity, reliability and accuracy in risk tolerance assessment.
Schulmerich & Associates Asset Management, LLC has a clear understanding that a client’s risk tolerance is the most important factor in guiding clients toward a successful investment portfolio. We hope you find this process informative and insightful as you move forward in the realization of your goals
It is our goal to have our client’s fill out this risk assessment for their portfolio.
Please take the time and e-mail/mail your assessment to us.
