How we use Riskalyze to serve you

Riskalyze is cutting-edge technology that pinpoints your acceptable levels of risk and reward with unparalleled accuracy. Riskalyze helps us ensure that your portfolio aligns with YOUR investment goals and expectations. Together, we can take the guesswork out of your financial future.
Want to find out what your Risk Number truly is? Click below to capture your risk tolerance and see if your portfolio fits you.

Portfolio Risk Analysis

1. Capture Your Risk Number

The first step is to take a five-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. Review Your Current Investments

It turns out that four out of five people have more risk in their portfolios than they previously realized. Next, we will import your current investments to analyze if your current investments are a good fit for your risk tolerance.

3. 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.

4. Stress Test Investments

Stress tests illustrate how your proposed portfolio would have fared through various market events throughout the past eight years, including the financial crisis and recovery.

5. Review Risk and 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.

6. 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.