Your investment score is a tool that measures risk and uncertainty within your portfolio. This measurement can be used to analyze the expected behavior or performance of your portfolio on a go-forward basis.
A team of industry experts with over 70 years of collective experience in asset management. They built and refined the checklist to include all relevant components of an investment portfolio that are commonly overlooked or ignored.
Not all questions are weighted equally. The proprietary algorithm used to calculate your investment score has been tested and proven with real investment portfolios.
Once you complete the online checklist, any weaknesses in your portfolio will be highlighted. You can make necessary changes yourself, discuss them with your advisor or choose "find a consultant" at the end of your test.