Are Your Risk Preferences Reflected in Your Portfolio?

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Riskalyze

CLICK BELOW TO TAKE A 5 MINUTE QUIZ TO GET YOUR RISK NUMBER.

Riskalyze is the award winning risk engineering technology that mathematically pinpoints a client's Risk Number, and aligns a client's portfolio to match. Built on a Nobel Prize-winning framework, Riskalyze replaces subjective terms like "conservative" and "aggressive" with the Risk Number, a quantitative way for clients and advisors to establish the correct amount of risk for their investments. Riskalyze helps us ensure that your portfolio aligns with your investment goals and expectations!

How Does Riskalyze Work?

Capture Your Risk Number

The first step is to take a 5 minute quiz that covers topics such as portfolio size, top financial goals, and what you're willing to risk for potential gains. Then we'll pinpoint your exact Risk Number to guide our decision making process.

Review Your Current Investments

It turns out four out of five people have more risk in their portfolios than previously realized. Riskalyze technology empowers us to make sure the risk number of your portfolio matches your personal risk number.

Align Your Portfolio to Match

After pinpointing your Risk Number, we'll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.

Stress Test Investments

Stress tests illustrate how your proposed portfolio would have fared through various market events over the past 8 years, including the financial crisis and recovery.

Review Risk & Reward Potential

We can visualize the risk and reward profile for each individual investment we propose for your portfolio. Illustrating risk, reward and diversified risk gives us a powerful tool to review before we make any final investment decisions.

Meet Your Retirement Goals

Before we're finished, we'll also review your progress toward your financial goals by building a Retirement Map. When you're done, you'll fully understand the probabilities of success, and what we can do to increase it.