Riskalyze

Riskalyze uses cutting-edge technology to identify your acceptable levels of risk and reward.
We use this tool to ensure your portfolio defines your investment goals and expectations.

Take the questionnaire

How It Works

1. Capture Your Risk Number®

Answer a five-minute questionnaire covering topics such as portfolio size, top financial goals and what you’re willing to risk for potential gains. We’ll pinpoint your Risk Number to guide our decision-making process.

2: 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 one should expect over time.

3: Define Your Retirement Goals

We will also review your progress toward your financial goals by building a retirement map. When we are finished, you’ll better understand what we can do to increase the probability of success.
Disclosure: All investing involves risk, including possible loss of principal. No investment strategy can guarantee a profit or protect against loss.

TAKE THE QUESTIONNAIRE PORTFOLIO MANAGEMENT