As you answer these questions, please select the response that best reflects your situation. Your input will contribute to your personalized Investor Metric™ risk score, which we’ll use to identify investment portfolios that align with your risk tolerance and financial objectives—whether traditional or faith-based.

We’re committed to creating a hyper-personalized, risk-adjusted portfolio that balances your goals, time horizon, and comfort with market volatility. This tailored strategy ensures ongoing alignment with your evolving needs and preferences.