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Attitude to Investment Risk

To create an investment portfolio that best meets your objectives and needs, it is important we take into account your Attitude to Investment Risk.

Investment RiskThrough use of an attitude to risk analysis system, we utilise a questionnaire with questions that cover all aspects of investing and possible outcomes, which provides us with a Attitude to Investment Risk Profile.

We use the result to discuss your attitude to risk and decide how to proceed.  We then use our Asset Allocation models that follow the relevant risk profile and then select investments from our Fund Panel that follow the model.

It is generally accepted that having a portfolio with the correct asset allocation is of far greater importance than picking the best available funds, however at Connect Financial Services we strive to ensure that both are done to the highest standard.