Building Your Investment Strategy Using Riskalyze

Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.

Together we can take the guesswork out of your financial future.

Let’s Get Started

Capture Your Risk Number®

The first step is to answer a 5-minute questionnaire 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.

Align Your Portfolio

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.

Define Your Retirement Goals

We will also review your progress toward your financial goals by building a Retirement Map. When we are finished, you’ll better understand what we can do to increase the probability of success.

Screenshots: Risk Number® and sample six-month 95% probability range (left), and a sample Retirement Map (right).

Find your Risk Number now!

Click the Riskalyze box to answer a few quick questions about your age, expected retirement timeline, and assets. You’ll be asked about your expectations for losses and gains. Then, you’ll see a chart, like the sample, and your Risk Number.

We’ll contact you via your preferred method to talk about how your current portfolio meets your expectations.

This is a complimentary consultation with no obligation. We don’t collect any personal identification information, and will never distribute your e-mail address to anyone.

 

Disclosure: All investing involves risk, including possible loss of principal. No investment strategy can guarantee a profit or protect against loss.