Investment Risk Assessment Test

What's your risk tolerance?

Take our quick test to find out.

Every individual has a different tolerance for risk. Understanding your risk tolerance is one of the most important elements in your investment decision; making decisions that you can commit to through the ups and downs of the market.

Click on the button below to help gauge your risk preference (tendency to choose a risky or less risky option) and your risk capacity ( measurement of the amount of risk you need to reach your goals).

PAX Financial Group understands that life happens and how important it is to understand how much risk you can comfortably take based on your current life situation.

Take the Risk Assessment Test >>

This material is provided by PAX Financial Group, LLC, this material provided is for general information only and is not intended to provide specific advice or recommendations for any individual. The information herein has been derived from sources believed to be accurate. Risk Tolerance is an investor’s general ability to withstand risk inherent in investing. This report, provided by Totum, confirms the responses that you gave to the risk tolerance questionnaire and summarizes the result of your responses. Using an algorithmic model, an overall risk tolerance score is generated. This score is then mapped to one of the following risk tolerance profiles, from most risk averse to least. Defensive, Conservative, Conservative-Moderate, Moderate, Moderate-Growth, Growth, Focus Growth and Aggressive.
Although the scoring is objective, subjectivity cannot be completely eliminated using such planning tools. There is no guarantee that the risk assessment tool or its scoring accurately assessed your tolerance to risk. In addition, although the advisor may have directly or indirectly used the results to this questionnaire to determine a suggested asset allocation, there is no guarantee that the mix appropriately reflects your ability to withstand investment risk. Your specific risk tolerance and capacity will be determined by a number of factors, consult with your advisor for more information.