In the last Wealth Management blog post entitled "What Am I Really Paying for My Investments", we discussed various types of fees and expenses associated with investments. At the end of the day, building a solid investment strategy requires understanding not only the cost to do so but also your unique risk and reward preferences. Our team has been incorporating a cutting edge tool to assist demystifying the conversation around risk.  

How does it work? Simply click here and you will run through a 5-minute questionnaire that covers topics such as portfolio size and financial goals. The result will be a unique Risk Score: 

 

 

 

 

 

 



Our Investment Team then recommends a portfolio to align with the Risk Number. Each one of our model portfolios has a Risk Number associated with the portfolio. For custom portfolios, as a Risk Number is tied to a client, we review the portfolio for alignment.

Not a current client? We are happy to provide a free consultation to review your current portfolio’s alignment with your Risk Number. All we need is a current statement to provide you with an analysis of the portfolio’s Risk Score. As a fun side note, this free assessment also provides insight into the fees tied to your portfolio shedding more light on the fee conversation. 

After you have tried the link and have a score, do not hesitate to call us at 800-423-1602 or email wealth@myfcb.bank to schedule an appointment to dive deeper.