GV Adopts New Risk Profiling System to Help Measure Client Behavior

By Betty Dworschak   |   January 14, 2015

ATLANTA GA – January 14, 2015 — After an extensive evaluation, GV Financial Advisors has adopted the FinaMetrica Risk Profiling System. FinaMetrica, a company that helps financial advisors properly assess client risk tolerance, generated national news with the announcement yesterday.

GV believes the traditional model of wealth management is broken because it largely ignores the human factor – how your brain and your emotions affect your financial behavior and decisions. The firm has set out to repair that model, beginning with its premise that the real purpose of wealth management is to help you use your wealth to lead a better life.

“Understanding client behavior is critical for the success of any advisor. We believe FinaMetrica’s Risk Profiling System offers us an insightful tool to measure our clients’ risk tolerance in a more meaningful way,” said David Geller, CEO and Co-Founder.

The FinaMetrica Risk Profiling System has three components. The first is an online test that provides a scientific assessment of an individual’s risk tolerance. The second consists of “mapping” services that help advisors identify suitable investments for a particular risk tolerance score. Lastly, the system includes educational materials for advisors to help teach clients about risk and return.

“When it came to choosing a risk profiling system, we conducted an extensive search process before choosing FinaMetrica, a system which meshes well with GV’s own wealth management model,” explained Aradhana Kejriwal, Director of Investments at GV.

“Many advisors do not employ a proven methodology for measuring risk tolerance, an innate personality trait that is critical to the advisor-client relationship,” said Paul Resnik, co-founder and director of FinaMetrica. “We’re pleased to welcome GV Financial Advisors to the FinaMetrica family and look forward to helping them bring their already sterling client services to the next level.”

GV believes the traditional model of wealth management is broken because it largely ignores the human factor – how your brain and your emotions affect your financial behavior and decisions. That’s one reason we adopted the FinaMetrica Risk Profiling System, since it begins with a scientific assessment of a client’s risk tolerance.

Join Us

When wealth advisors look and sound the same, how do you choose? A coin flip? Pick your neighbor? Why leave such an important decision to chance? Instead, join us at an upcoming workshop. Hear recent research, discover new insights, and experience JOYN’s transparency and expertise firsthand.

Get In Touch