Riskalyze is a simple but powerful tool to gauge your risk tolerance. Please click the button below to learn your risk score. This score will tell you if you are invested within your risk comfort zone and it takes less than five minutes. We can’t control the markets. We can’t control the fed or the global economy. We can control how we invest and how much risk we decide to take on.

 

How we can use Riskalyze to serve you

Riskalyze is cutting edge technology that pinpoints your acceptable levels of risk and reward. This tool helps us ensure that your portfolio aligns with your investment goals and expectations. By using this assessment, we can take some of the guesswork out of your financial future.

---

 

How does Riskalyze Work?

 

 Capture Your Risk Number

     

 

The first step is to take a short quiz that identifies portfolio size, top financial goals and what you’re willing to risk for potential gains. We’ll be able to pinpoint your Risk number which will help guide your Investment Policy.

 

Review your Current Investments

It turns out 4 out of 5 people have more risk in their portfolios than they previously realized. Riskalyze technology empowers us to make sure the Risk Number of your portfolio matches your personal Risk Number.            

 

 

 

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.