Powered by Nitrogen® | Personalized for You
Get Clear on Risk—So You Can Invest with Confidence
At Shetland Wealth, we know that smart investing starts with understanding your unique comfort level with risk. That’s why we’ve partnered with Nitrogen®, the industry-leading platform for risk alignment, to give you a data-driven, personalized investing experience.
Shape your investments around your lifestyle with our simple, three-step process
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You email me to tell me you’re interested, and I send you a quick questionnaire to fill out
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You send me your latest account statement(s) so I can see where your money is currently invested
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We do an analysis and recommend any changes if necessary.
Why Risk Alignment Matters?
- Make informed, emotion-free decisions
- Know your potential downside in a market dip
- Build trust through full portfolio transparency
- Set realistic expectations and track your progress to reach your goals
Real Example: Risk Misalignment in Action
Investor Type: Cautious Growth
Recommended Risk Range for Long-Term Comfort: 53
Current Portfolio Risk: 59
Action Plan:
- Reduce exposure to high-volatility tech stocks
- Reallocate toward dividend-paying equities and short-term bonds
Projected 6-Month Range: -4% to +6% (vs. -12% to +15% before)