Tolerisk® Risk Tolerance Assessment
Tolerisk® is a Risk Tolerance Assessment tool used to help you decide on an appropriate risk level for your investment portfolio. Tolerisk® analyzes your willingness to take risk and your Ability to take risk separately and then uses that informant to recommend an appropriate risk level.
Legato Financial utilizes Tolerisk®, a comprehensive Risk Tolerance Assessment tool, to help guide our clients in making a decision about the most appropriate risk level for their investment portfolios. Tolerisk® uses a patent-pending process to analyze your Willingness and Ability to take investment risk and then combines them into a simple and actionable risk benchmark which is customized for you.
Before Legato Financial makes any investments for a Portfolio Management client, we recommend that we complete a Tolerisk® Risk Assessment. Throughout our relationship with you, we will recommend that we revisit Tolerisk® on a regualr basis or as you get new information about your financial life.
You’ll be asked a series of questions which reflect both your personality and the chronology of your cash-flows. The results will be sent to Legato Financial for review and discussion with you. In addition to your current Tolerisk® Score (risk benchmark), you’ll be able to see the key drivers of your Tolerisk® Score and how it evolves through time. You’ll also be able to estimate your probability of financial longevity, and your expected asset balances in the future.
To get a head start on your Risk Assessment, click the link below.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Legato Financial and Legato Financial Divorce Planning are not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
1677 Eureka Road Ste. 202 Roseville, CA 95661 | (916) 580-3025 | Map and Directions