Broker Check

 

Take the Free Risk Tolerance Questionnaire

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



What is Riskalyze?

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!

Why is it Important for You?

Determining your risk score is vital in order to develop an investment portfolio that is designed within your risk budget. We use your score as a guideline to create your personal strategic investment plan within a risk level approved by you and feels comfortable to you. We provide skill, prudence, and diligence to take into account your objectives, risk tolerance, and financial preferences. 

How Does it Work?

1. Capture Your Risk Number


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.


2. Align Your Portfolio to Match 


 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.


 3. Stress Test Investments 


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.


4. 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.


   5. 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.

 




The projections or other information generated by Riskalyze regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of the future results. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Riskalyze Inc. is a member of LPL's vendor affinity program and is in no way affiliated with LPL.