Risk Assessment

I seldom highlight a specific company in the financial services industry, however I was introduced to a Risk Assessment Tool that was very helpful (and a little surprising) to me in reviewing my own investment strategy. The tool was created by Thomas Jeffrey, a Senior Vice President of Raymond James and introduced to me by Mr. Jeffrey and Troon Investment Advisors, LLC.

I am providing the RTQ web application tool here for your educational purposes only. It is not an endorsement or solicitation by me for either Raymond James or Troon Investment Advisors, LLC. Once you take the assessment you can use it to see if your current investment strategy is consistent with your own risk tolerance or use it to consult with your own financial advisor. Of course, should you wish to have additional support a Raymond James representative would be happy to assist you.  In the event you decide to contact Raymond James for further information, please review the links at the bottom of this page for important information and disclosures.

 

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The RTQ web application is provided by Sharon Lechter for educational purposes only and does not constitute an endorsement or solicitation of the same by her for Raymond James or Troon Investment Advisors, LLC. If you wish to connect with Raymond James for Further information, please review the Form ADV 2A Brochure and Solicitors Disclosure.