Risk Number Technology
We offer access to an award winning risk analysis software called Riskalyze, that mathematically pinpoints your Risk Number, and aligns your 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 much risk DO you have?
We can analyze your current investment portfolio and quickly see if your desired risk level aligns with your current amount of risk. It all starts with the Risk Number, a quantitative way to pinpoint how much risk you want, how much risk you need to take to reach your goals, and how much risk you actually have in your portfolio. You might be surprised by the results.
How much risk SHOULD you have?
We'll use your risk number to build an optimized portfolio that fits your risk tolerance and goals. We can then stress test your new portfolio, discuss your 95% probability range, and set expectations for the future! Discovering your Risk Number is the beginning of you becoming a fearless investor!
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 a Risk Number to guide our decision making process.
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 Your Risk
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.