Risk Tolerance

Risk Need

Every investor needs to understand their personal risk tolerance. Your tolerance for market volatility is a critical component for arriving at your Risk Profile – a combination of your risk tolerance and need for risk. Our RisQuiz™ (or Risk Quiz for search purposes) was developed in conjunction with Pocket Risk™ in Great Britain using the latest academic research for measuring risk taking abilities. If you are part of a couple, it might be wise for both of you to either take the risk survey – together or separately – and then meet with a Apella advisor to help you create more accurate risk profile for you as a couple.

After you know your risk tolerance, avoid taking more risk than you need to take to meet your goals.