Capture your risk tolerance and see if your portfolio fits you!
Using a tool built on the academic framework that won a Nobel Prize in Economics, we're offering you a new way to think about portfolio risk.
How Does Riskalyze Work?
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 help take the guesswork out of your financial future.
Capture Your Risk Number
The first step is to take a brief 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 help guide our decision-making
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
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.