What's Your Risk Number?

Capturing 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 Risk Number to guide our
planning process.  Review Your Current Investments
Many 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.

Aligning 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.

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

Try it now!