Tolerisk® Risk Tolerance Assessment
Tolerisk® is a Risk Tolerance Assessment tool used to help you decide on an appropriate risk level for your investment portfolio. Tolerisk® analyzes your willingness to take risk and your Ability to take risk separately and then uses that informant to recommend an appropriate risk level.
Legato Financial utilizes Tolerisk®, a comprehensive Risk Tolerance Assessment tool, to help guide our clients in making a decision about the most appropriate risk level for their investment portfolios. Tolerisk® uses a patent-pending process to analyze your Willingness and Ability to take investment risk and then combines them into a simple and actionable risk benchmark which is customized for you.
Before Legato Financial makes any investments for a Portfolio Management client, we recommend that we complete a Tolerisk® Risk Assessment. Throughout our relationship with you, we will recommend that we revisit Tolerisk® on a regualr basis or as you get new information about your financial life.
You’ll be asked a series of questions which reflect both your personality and the chronology of your cash-flows. The results will be sent to Legato Financial for review and discussion with you. In addition to your current Tolerisk® Score (risk benchmark), you’ll be able to see the key drivers of your Tolerisk® Score and how it evolves through time. You’ll also be able to estimate your probability of financial longevity, and your expected asset balances in the future.
To get a head start on your Risk Assessment, click the link below.
Legato Financial is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., Member FINRA/SIPC.
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