Identify Your Investment Strategy
Together we can take the guesswork out of your financial future and build an Investment Strategy that quantifies your acceptable level of risk and reward.
Identify Your Risk Number
Quickly answer a questionnaire that covers topics such as portfolio size, top financial goals and what you're willing to risk for potential gains. Then we'll pinpoint your exact Risk Number to guide our decision making process.
Send an email to avanerp@ppaohio.com to receive a link to complete the questionnaire.
How much Risk do you Want?
We'll take a quantitative approach to pinpoint your Risk Number by going through a series of objective exercises based on actual dollar amounts.
How much Risk do you Have?
If you already have an investment portfolio, our analysis will see if your Risk Number aligns with your current amount of Risk.
How much Risk Should you Have?
We'll build an optimized portfolio that fits your Risk Number and goals. We can then stress test your new portfolio and review your probability range of returns.