Knowing your risk tolerance is one of the most important elements of a successful investment strategy. We use a detailed questionnaire to identify your risk profile. This process allows you to visualize the amount of reward you can expect for the amount of risk you are willing to take. You can complete the questionnaire on-line and have your investor profile sent directly to us for evaluation.

By supplying us with your current portfolio and using this tool, we can analyse your current investment allocation. Based on your risk profile we can assess the suitability of your current portfolio and make recommendations, where applicable. You will then have a portfolio more compatible to your risk tolerance.

You will have an understanding of the relationship between the expected rates of return and the amount of risk you are taking. We try to be conservative with our estimates and cannot guarantee the future performance of any investment strategy.