Investment is a challenging topic. Most firms have Risk Tolerance Questionnaires that are designed to get you invested into their products. Armis Financial is a “fee-only” firm that doesn’t get paid by how much or what we sell. We only get paid for professional advice.
The Armis Financial Risk Profile Questionnaire is designed to help you gauge the two most important investment principles: Self and Risk Awareness. The Questionnaire has 10 questions, divided into two sections: Understanding your Risk Capacity and Understanding your own Tolerance to Risk.
After assessing these two elements, we will evaluate the results and determine your true Risk Profile. This will help us get a better understanding of your financial goals and build a personalized investment plan.