Assessing a Client’s Natural Risk Behavior

The Financial DNA Discovery Process provides information to assess a clients Natural Behavior Investment Portfolio Parameters based on their Risk Propensity and Risk Tolerance .

In the following case study, we will follow Chris Coddingtons approach to understanding Frank Butlers financial personality and determining his Investment Portfolio Group based on his natural behavior.

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1 Comment on "Assessing a Client’s Natural Risk Behavior"


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GUNASEGARAN
7 years 8 months ago
Hugh, I totally agree with this approach, why??? over the past 2 years i have witnessed that based on short term volatility, a person who can take risk based suddenly beacome defensive investor. This approach solves the clients short term concern and the long term goals based portfolio approach.