What is your Risk Number?
Stop guessing with vague labels like "moderate" or "aggressive." We use a quantitative approach to pinpoint your risk tolerance: a number between 1 and 99 that aligns your portfolio with your true comfort zone.
From capital preservation to aggressive growth.
Your Risk Number replaces subjective labels with a precise, quantitative measurement. Here's what the scale means, and where your comfort zone might fall.
Conservative
Moderate Conservative
Moderate
Moderate Aggressive
Aggressive
"Moderate" isn't a number.
Old-school questionnaires ask how you feel. We measure how you act. See the difference between subjective guessing and objective measurement.
The Old Way
The Ashwood Way
A 95% probability range. Measured, not assumed.
We calculate a 95% probability range for your portfolio: the dollar range within which its six-month result has historically fallen 95% of the time, based on the holdings you own today.
Risk alignment, asset classification, and a GPA score, all in one dashboard. Actual results can fall outside this range; all investing involves risk, and no projection is guaranteed.
Three numbers. One aligned portfolio.
Many advisors ask vague questions and assign a generic label. We use quantitative technology to answer three precise questions, and the answers drive every investment decision we make on your behalf.
Two CFA Charterholders on our team translate these three numbers into portfolio construction. Chris Milligan, who also holds the CFP® certification, connects them to the wider financial plan, because the risk you need depends on the goals you are funding. Meet the Team
CFP Board owns the certification mark CFP® in the U.S.
Risk You Want
Risk You Have
Risk You Need
Will your portfolio survive the next 2008?
We don't hope for the best. Before investing a single dollar, we run your portfolio through major market crises in modern history and compare your projected losses against the S&P 500.
The result? We stress test a range of possible outcomes across various market conditions, helping you understand your downside risk and upside potential before you experience them.
Know your number. Invest with confidence.
Take the free 5-minute assessment. Just honest answers about your financial goals.
CommunityVotes Richmond 2025 Platinum Winner. Award based on community voting; not indicative of future performance or an endorsement by any regulatory body. CommunityVotes is not affiliated with Ashwood Financial Partners or Kestra Investment Services.