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Building Your Investment Strategy Using Riskalyze
We believe financial advice starts with knowing your client. We want to make that process insightful and enjoyable through a modern approach to the risk tolerance questionnaire.
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.
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
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).
Disclosure: All investing involves risk, including possible loss of principal. No investment strategy can guarantee a profit or protect against loss.