Risk Assessment
RISK NUMBER® TECHNOLOGY
Riskalyze is a cutting-edge technology platform that pinpoints your acceptable levels of risk and reward with unparalleled accuracy. Knowing your Risk Number® helps us ensure that your portfolio aligns with YOUR investment goals and expectations. Together we can take the guesswork out of your financial future.
DISCOVER YOUR RISK NUMBER
Your first step is to take a 5-minute quiz that covers topics such as top financial goals and what you’re willing to risk for potential gains. Then we’ll identify your exact Risk Number to determine any modifications needed in your current portfolio.
REVIEW YOUR CURRENT INVESTMENTS
It turns out 4 out of 5 people have more risk in their portfolios than they even realize! Riskalyze technology empowers us to make sure the Risk Number of your portfolio matches your personal Risk Number.
ALIGN YOUR PORTFOLIO TO MATCH YOU
After identifying 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 proposed portfolio will include projections for the potential gains and losses we should expect over time.
STRESS TEST YOUR INVESTMENTS
Stress tests illustrate how your proposed portfolio would have fared through various market events in past years, including the financial crisis, recovery and interest rate hikes.
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. This section also allows us to act as a true fiduciary throughout our relationship.
MEET YOUR RETIREMENT GOALS
Before you know it, we’ll 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.
