RISCH didn't start with a product pitch. They started by asking what I could actually stomach in a bad year — that changed how I think about investing.
The risk questionnaire took ten minutes and told me more about my own risk tolerance than any conversation I'd had before.
Consolidated reporting across three custodians, finally in one place. That alone was worth the switch.
I appreciated being shown the worst case before the best case. It's rare, and it's the right order.