Investment Risk Profile Assessment
Ascent Advisors
Introduction

What kind of investor are you, really?

Most risk questionnaires ask one question: how do you feel about risk. This one asks two. Your comfort with risk and your financial capacity to take it don't always point the same direction, and the gap between them matters more than either number alone.

Willingness

How you react to swings, losses, and uncertainty. Your temperament, not your bank balance.

Capacity

What your income, time horizon, and obligations can actually absorb, regardless of how you feel.

16 questions. About 6 minutes. No account required.

Part 1 · Willingness

Part 2 · Capacity

Last step

Where should we send your profile?

Optional. Skip this if you'd rather just view your results.

Your risk profile

ConservativeAggressive
Willingness Capacity
Willingness score
0
Capacity score
0

Illustrative allocation range

One reasonable starting point consistent with this profile. Not a recommendation for any specific account.

Growth assets Fixed income Cash

This tool is educational and intended to prompt a conversation with your advisor. It does not constitute investment advice, and the allocation shown is illustrative, not a personalized recommendation. Your actual asset allocation should reflect a full review of your goals, tax situation, and complete financial picture with a licensed advisor.