How much risk can you take based on your investment time horizon and other factors?
When will you begin withdrawing money from your account and at what rate?
How much risk may be necessary for you to take in order to help reach your goals?
How do you feel about risk?
Working together we can help take the guesswork out of your financial future.
We use cutting-edge technology designed to objectively pinpoint your Risk Number® and understand your acceptable levels of risk and reward with unparalleled accuracy.
The questionnaire is provided to you free of charge. It doesn't provide comprehensive investment or financial advice.Raymond James and Cornerstone Financial Solutions are not responsible for reviewing your financial situation. Riskalyze is an independent third party service provider and is not affiliated with Raymond James.
What's your risk number?
Your personal investment strategy should reflect a clear understanding of what you’re investing for, how long you have to meet your goals, and your comfort level with risk. Your answers to this quiz can help us better understand you and develop your Client Profile, which helps us work with you effectively in identifying and implementing an appropriate investment strategy.
We all look at risk differently, based on our varying life experiences and financial position.Some investments fluctuate more dramatically in value than others but may have the potential for higher returns. Knowing how you may react to the ups and downs of the market is important, because too often the reactions to swings in value, not the fluctuations themselves, have the biggest impact on successful long-term investing.
All investments involve risks, and fluctuations in the financial markets and other factors may cause the value of your account to decline. You should consider all of your options carefully before investing.