Everyone Has a Risk Number®

What’s Yours?

(It takes just 5 minutes)

How Can Your Risk Number® Help You?

Icon of an archery target

Personalized Investment Strategy

Your Risk Number® can help you tailor your investment portfolio to match your unique risk tolerance, ensuring that you're comfortable with the level of risk you're taking.

Icon of a person with a thought bubble above their head

Avoid Emotional Investing Mistakes

Knowing your Risk Number® can prevent you from making emotional decisions, like selling during market downturns, that can sabotage your long-term financial goals.

Icon of a rook and pawn chess piece

Clarity in Volatile Markets

Your Risk Number® can help you get a better understanding of your portfolio–amidst ups and downs–which helps make investing less intimidating.

Mountain range backdrop with numbered tiles in foreground

Discover Your Risk Number® and Find Out If Your Current

Investment Strategy Truly Reflects Your Risk Tolerance

It's built on a Nobel Prize-winning framework, and everyone has one. What's yours?

(It takes just 5 minutes)

Peter Zeuli, CFA® and Shannon McCue

Philadelphia Investment Partners, LLC

Globe line icon

http://www.piplp.com/

Envelope icon

pzeuli@piplp.com

Telephone icon

856-210-6779

Risk Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results.

This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The content is developed from sources believed to be providing accurate information; no warranty, expressed or implied, is made regarding accuracy, adequacy, completeness, legality, reliability, or usefulness of any information. Consult your financial professional before making any investment decision. For illustrative use only.

Philadelphia Investment Partners, LLC is a registered investment adviser. A more detailed description of the company, its management and practices are contained in its “Firm Brochure”, (Form ADV, Part 2A). A copy of this Brochure may be received by contacting the company at: 1233 Haddonfield-Berlin Road, Suite 7, Voorhees, NJ 08043, Telephone Number: (856) 210-6779

Discover Your Risk Number® in Just 5 Minutes

Where Should We Send Your Personal Quiz Link?

We never spam. By clicking this button, you consent to be contacted by Peter Zeuli, CFA® and Shannon McCue by phone, email, and/or automated SMS. You may unsubscribe at any time. Consent is not a condition of receiving services.