riskalyze

WHAT IS RISKALYZE?

Riskalyze is the award winning risk engineering technology that mathematically pinpoints an individualized Risk Number, and aligns a your portfolio to match. Built on a Nobel Prize-winning framework, Riskalyze replaces subjective terms like “conservative” and “aggressive” with the Risk Number, a quantitative way to establish the correct amount of risk for your investments. Riskalyze helps us ensure that your portfolio aligns with your investment goals and expectations!

HOW DOES IT WORK?

Capture Your Risk Number

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Riskalyze is the award winning risk engineering technology that mathematically pinpoints an individualized Risk Number, and aligns a your portfolio to match. Built on a Nobel Prize-winning framework, Riskalyze replaces subjective terms like “conservative” and “aggressive” with the Risk Number, a quantitative way to establish the correct amount of risk for your investments. Riskalyze helps us ensure that your portfolio aligns with your investment goals and expectations! Your Risk Number provided is on a scale of 1 to 99, with the higher numbers indicating higher risk tolerance.

Align Your Portfolio to Match

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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. Your risk number provided is on a scale of 1 to 99, with higher numbers indicating a higher risk tolerance. The risk range shown describes the comfort zone for your investments. Over the next 6 months, it represents a hypothetical target that you would prefer to keep your investments within. Using the hypothetical example shown, this would mean the investor would be comfortable risk a loss of -12% or $12,579 in exchange for the chance of making a fain of +20% or $21,412. There is no guarantee any investments would perform within the range.

Stress Test Investments

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

Review Risk & Reward Potential

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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.

Meet Your Retirement Goals

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Before we’re finished, we’ll also review your progress toward your financial goals by building a Retirement Map. This is used in conjunction with our financial planning software that provides a much more detailed financial plan.

IMPORTANT: The projections or other information generaed by Riskalyze regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results of this tool may vary with each use and over time.

No strategy assures success or protects against loss. Investing is subject to risk which may involve loss of principal. Riskalyze is no affiliated with LPL Financial.