Successful investing requires an understanding of the fundamental risk and return relationship – the more risk you take, the higher your returns are likely to be in the long term. And the higher the long-term returns, the more volatility you may have to endure in the short term.
A PGFS financial advisor will help define your risk profile via an easy to understand series of questions. The answers to these questions are used to help determine your risk tolerance. From this, PGFS will recommend the most appropriate investment portfolio which is consistent with your risk profile and wealth creation goals.
Below is sample of the questions used by a PGFS financial advisor as part of the risk profile definition process.