By Advisors for Advisors...

Whether by product or by tool, AmericaFirst wants to help YOU - the Investment Professional.

In conjunction with the AmericaFirst Portfolio Optimizer, we offer the AmericaFirst Risk Assessment Calculator to help you gauge the risk profile of your clients and/or prospects.  The Risk Assessment Calculator is more comprehensive than many risk tolerance questionnaires in that it asks behavioral questions in addition to the standard questions to which we have all grown accustomed.

Completing the following assessment questionnaire in its entirety will allow you to better evaluate your client’s risk profile.

A total score will be displayed at the end. Compare this score to the legend below to determine the risk level of the investor.  You can utilize the risk level in our Portfolio Optimizer when designating a specific risk benchmark or target standard deviation.

Scoring Legend:

1-25 = Conservative | 26 - 50 = Moderately Conservative | 51 - 75 = Moderate | 76-100 = Moderately Aggressive | 101 = 125 = Aggressive

CHECK YOUR ACCOUNT (for direct investors)

© 2020 by AmericaFirst Quantitative Funds.



Investors should carefully consider the investment objectives, risks, charges and expenses of AmericaFirst Funds.  This and other important information about our Funds is contained in the prospectus, which can be obtained at or by calling us at 916-865-9070. Read the prospectus carefully before investing. 


Mutual Funds involve risk including risk including the possible loss of principal. Of course, there is no guarantee that any investment strategy will achieve its objectives.

Diversification does not ensure profit or prevent losses and there is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses. The success of the Fund’s hedging strategy will also be subject to the Adviser’s ability to continually recalculate, readjust, and execute hedges in an efficient and timely manner.  An imperfect correlation between such hedging instruments may prevent the Fund form achieving the intended hedge or expose the Fund to risk of loss.

CLICK HERE for a copy of the AmericaFirst Customer Relationship Summary.

The AmericaFirst Quantitative Funds are distributed by Arbor Court Capital.