Broker Check

What's your risk number?

At InterGen Advisors we believe that the foundation of a sound investment strategy begins with identifying each individuals tolerance for risk. We all look at risk differently, based on our varying life experiences and financial position. This questionnaire solution opens up a wide ranging discussion of risk and reward, and ultimately provides the framework for initial investment plan design.




Here is an alternate print friendly version of our risk tolerance questionnaire.

InterGen Risk Tolerance Profile