Sherman Portfolios (SPL) is an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. SPL serves third party financial organizations such as registered investment advisers and FINRA registered broker-dealers. The information presented herein is intended solely for financial intermediaries and their registered financial professionals. Unless you are affiliated with a financial intermediary you are hereby directed to consult with an appropriately registered financial professional in connection with viewing any material presented on this website.
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DISCOVER YOUR RISK TOLERANCE
Take this 13-question risk tolerance questionnaire to uncover your tolerance to investment risk.
The results will be presented on-screen at the end of the quiz and available as a pdf download.
Provide an email to get the results delivered to your inbox.
Before utilizing this 13-Item Risk Tolerance Scale, please review the methodology thoroughly to ensure it does not conflict with any assessments or tools currently in use within your practice. By adopting this Risk Tolerance Quiz (RTQ), you acknowledge in writing that you are assuming full responsibility for its implementation and use. Sherman Portfolios (SP) disclaims any liability whatsoever regarding the use of this RTQ by your firm.
The quiz is a 13-Item Risk Tolerance Scale developed by Dr. John Grable & Dr. Ruth Lytton.
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Source:Grable, J. E., & Lytton, R. H. (1999). Financial risk tolerance revisited: The development of a risk assessment instrument. Financial Services Review, 8, 163 ā 181.