One Minute 3SI Risk Assessment Tool

We have developed a simple strategic risk profiler which helps you to begin to understand which type of portfolio might be appropriate for you. Please click on the button below to get a one minute strategy.

FinaMetrica Financial Risk Profiling System

As an integral part of our financial planning framework we use the more detailed FinaMetrica risk profiling tool. This gives us a detailed view of your risk tolerance and helps work together with you to find the best portfolio for your needs and aspirations.

We also use more complex assessment tools so if you would like to undertake a detailed assessment please contact us and we will be delighted to assist.

Other sites of Interest

Dimensional Fund Advisers

Dimensional Fund Advisers offer a range of Funds which are often used in our Model Portfolios.

Working years ahead of the industry, Dimensional forged a new way to invest. The firm inaugurated its strategies in the US in 1981 with early research into the performance of small cap shares. Later, a comprehensive analysis of share prices worldwide deepened the strategy repertoire and set a new standard for portfolio design. This evolution reflects an abiding belief in financial science and the efficacy of capital markets.

Click here to view the site of Dimensional