TECHNOLOGY
Riskalyze Technology
Curious if your portfolio carries excessive risk? Complete a quick 5-minute quiz to thoroughly assess whether your potential gains justify the associated downside risk and make informed decisions.
RISK
Discover Your Risk Number
Start with a quick 5-minute quiz that explores your portfolio size, financial goals, and your risk tolerance for potential gains. This will help us identify your unique Risk Number, which will be key in guiding our decision-making process.
EVALUATE
Evaluate Your Existing Investments
Surprisingly, 4 out of 5 individuals discover they have more risk in their portfolios than they thought. With Riskalyze technology, we can ensure that your portfolio's Risk Number aligns perfectly with your personal risk tolerance.
TAILOR
Tailor Your Portfolio For Alignment
Once we've identified your Risk Number, we'll design a portfolio tailored to your personal preferences and priorities, ensuring you feel confident about your anticipated results. The proposed portfolio will feature projections for potential gains and losses over time.
ASSESS
Assess The Resilience
Of Your Investments
Stress tests demonstrate how your proposed portfolio would have performed during various market events over the past eight years, including the financial crisis and subsequent recovery.
TAILOR
Tailor Your Portfolio
For Alignment
Once we've identified your Risk Number, we'll design a portfolio tailored to your personal preferences and priorities, ensuring you feel confident about your anticipated results. The proposed portfolio will feature projections for potential gains and losses over time.
DREAMS
Achieve Your Retirement Dreams!
Before we wrap up, we’ll assess your progress towards your financial goals by creating a Retirement Map. By the end, you’ll have a clear picture of your chances for success and actionable steps to enhance them.
