Riskalyze

Riskalyze is a software which is designed to help us better understand your comfort with investment risk.

Find your Risk Number: The first step is to answer a questionnaire. It takes about 5 minutes to fill out. It will ask you questions about your investment portfolio, financial goals, and how much you’re willing to risk for potential gain. For couples that manage their finances together, answer the questions using input from both people. We would like to analyze the risk of your entire investment portfolio as opposed to each individual account.

Review Your Current Investments: Once we have pinpointed your Risk Number, we will compare your current investments and see how they align with your Risk Number.

Align Your Portfolio: After pinpointing your Risk Number, we’ll create portfolio options that support your personal preference and priorities.