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How do you use the information from my questionnaire to recommend specific investments?

Beth E

I. Our proprietary algorithm recognizes each answer you provide on eligibility status, risk tolerance, investing time horizon and investment style.

II. Separately, all investment opportunities on YS go through a rigorous due diligence process run by our team of investment professionals, with the goal of gathering relevant characteristics on each offering, including an internal risk score.

III. Our algorithm then matches these characteristics with your answers, and recommends offerings that match your preferences.

Last updated: 4 months ago

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