Why was my Model Portfolio recommended to me?
As a registered investment adviser, we take our fiduciary obligation to provide suitable investment advice seriously. To achieve this, during the sign up process we will ask you a series of questions about your investment timeline and your risk tolerance. Risk tolerance is a measure of both your capacity and willingness to take on risk; your capacity is your ability to afford risk, while your willingness is your approach to it. We will use this information to recommend a model portfolio.
There is no human involvement in our portfolio recommendation process other than the initial creation of the portfolio recommendation tool. Our investment recommendation relies entirely on the responses you’ve provided.