fbpx

Let's talk about Risk.


Subjective risk questionnaires nearly always miss the mark.

(It takes less than 3 minutes)

That’s because the old way of assessing risk, stereotyping investors with subjective semantics, simply doesn’t work.

"AGGRESSIVE"

"MODERATE"

"CONSERVATIVE"

Our approach uses a Risk Number. It’s built upon a
Nobel Prize-winning framework, and everyone has one.
What’s yours?

"AGG​RESSIVE"

"MODERATE"

"CONSERVATIVE"

Speed limit 22
Speed limit 22

Our Process

We combine our depth of investment knowledge, investment philosophy, 

and cutting-edge technology in order to empower fearless investing.

1

How much risk do you want?

We’ll take a quantitative approach to pinpointing your Risk Number by going through a series of objective exercises based on actual dollar amounts

2

How much risk do you have?

If you’ve already got an investment portfolio, we can quickly import it and see if your Risk Number aligns with your current amount of Risk.

.

3

How much risk should you have?

We’ll use all these factors to build an optimized portfolio that fits your risk tolerance and goals. We can then stress test your new portfolio, discuss your 95% probability range, and set expectations for the future!

4

How much risk do you need?

We can chart a path to retirement using a simple, intuitive approach. We’ll visualize the probability of a successful retirement and adjust in realtime.

​.

.

Together, we can take the guesswork out of your financial future.

(It takes less than 3 minutes)

Gardner Sherrill, MBA, CFP

Sherrill Wealth Management

941-745-2201

>