How Pocket Risk Works
“Pocket Risk is a robust risk questionnaire that is easy for clients to understand. It’s simple to interpret the results and take the next step in the investment process.”
Joshua Stega, JAS Wealth
Pocket Risk is a risk tolerance questionnaire for financial advisors. Through a series of questions we assess the amount of investment risk your client is psychologically willing to take. You can then use this information to construct a portfolio to meet their investment needs.