Broker Check

Riskalyze

What Is 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!

Do you know how much risk is in your portfolio? Click the botton below to find your Risk Number and get your FREE Portfolio Risk Analysis!

Capture Your Risk Number

First, take a 5 minute quiz that covers topics such as portfolio size, financial goals and what you're willing to risk for potential gains. We'll then pinpoint Risk Number to guide our decision.

Review Your Current Investments

It turns out 4 out of 5 of people have more risk in their portfolios than they previously realized. Next we will import your current investments to analyze if your current investments are a good fit for your risk tolerance.


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 to do to increase it.