Are You Taking More Risk Than You Think?

Your Risk Tolerance Isn’t a Guessing Game

Unless you enjoy financial roller coasters… in the dark… without a seatbelt.

With the Risk IQ Test, you'll finally know how much risk you can handle—without needing a Ph.D. in Wall Street jargon.

Find Your Investor Tolerance

Invest Like You Mean It

We match your portfolio with your actual comfort level, not just whatever hot stock tip your neighbor gave you.

Trusted by Investors who have used it.

No pressure, no sales pitch—just clarity, confidence, and fewer sleepless nights wondering if you’re “doing it right.”

Investment Risk Analysis That Actually Means Something

Your future shouldn’t hinge on guesswork.

Most investors don’t realize their portfolio is out of sync with their comfort level—until it’s too late. That’s where Risk IQ steps in.

Risk Assessment

Are you investing in line with who you are—or who someone told you to be?

We’ll uncover your real risk tolerance and show if your current investments match your personal financial DNA.

Portfolio Alignment

When your strategy fits your personality, everything works better.

We don’t just analyze—we align. Let’s make your portfolio feel like it was built for you… because it was.

Optimize Investment Strategy

Tailored. Balanced. Smart.

We fine-tune your approach so you’re not just chasing returns—you’re building a sustainable, comfortable future.

Don’t Wait for the Market to Teach You a Lesson.

Many have already used Risk IQ to course-correct their investments.

Will you be ahead of the curve—or part of the cautionary tale?

Let’s Talk Before the Market Does Something Weird (Again)

You’ve made it this far—don’t ghost your future.

Fill out the form.

We’ll help you align your investments with your comfort level, so you can stop guessing and start actually sleeping at night.

The Risk IQ Test is designed to help you evaluate your comfort level with different investment strategies.

Customer reviews

Discover what our clients think about our service

The Risk IQ Test website is very informative and easy to understand. I'm a novice investor and was able to learn about my investing style and whether or not I'm set up for success w/ my investments. I'm happy to know I'm on the right track!

Danyiel Brown (Virginia)

Micah & Theresa Diener (New Jersey)

★★★★★

★★★★★

I really like the simplicity of RiskIQTest.com and its directness without a bunch of nonsense. My wife Theresa loves the fact that it helps you decide what your risk tolerance ought to be.

I took the risk assessment... this is a very cool tool!! Its quick, informative, very user- friendly! Finding your risk assessment will give you the opportunity of not making an uneducated guess at saving for retirement, no matter what age you are.

Diana Sliva (TX)

Teri Badgett (Oregon)

★★★★★

I recently tried the Risk IQ Test, and it gave me a clear, personalized view of my risk profile— without jargon or confusion. The experience felt like talking to a thoughtful advisor who understands that investing isn’t one-size-fits-all. What stood out most was how it focused on my comfort level and financial style instead of market hype. By the end, I had more confidence, peace of mind, and a strategy that truly fits me.

Completing the risk assessment gave me a clearer picture of where I stand financially and what areas need more attention. It helped me see both my strengths and potential gaps, which made my financial outlook feel less overwhelming and more manageable. Having this insight has made me more confident in the steps I’m taking toward retirement and long-term security.

★★★★★

Fran Lepore (New Jersey)

*Any testimonials, endorsements, or reviews appearing herein may not be representative of the experience of all clients and are not a guarantee of future performance or success. No cash or non-cash compensation was provided in exchange for testimonials unless otherwise disclosed. Testimonials reflect the individual’s personal experience and opinion at the time provided.

★★★★★