Do you know how much risk is in your investments?
Riskalyze provides 95% probability your investments will stay within your target range over any 6 month period!
Check out our 2 minute video to see how Riskalyze works. Then click on the “What’s Your Risk Score” link to find out your risk score in just 3 minutes.
How we use Riskalyze to better manage your investments
Historically, quantifying risk has always been a challenge for financial advisors and clients… The traditional risk tolerance questionnaire has never done a good job of quantifying what risk really means, or in other words, being an “aggressive investor” can mean a variety of expectations to different people. Our Riskalyze system ensures proper portfolio allocation by assigning you a risk score that takes into consideration the performance range you are comfortable with over a 6 month period. We are then able to customize your investment portfolio to match the risk score that you are comfortable with, removing the guesswork from portfolio design. You go into the investment knowing that your portfolio has a 95% probability of being aligned with an acceptable 6 month range of volatility, making it more likely you will not make emotional investment decisions.
Do you know if your portfolio fits you?
If you work with another financial advisor or are currently managing your own investments, how confident are you that your portfolio fits your desired risk? Our Riskalyzer will not only show you the expected portfolio range over a 6 month period, but we can also look back and see how your current investment allocation would have performed in 2008 and other major market moving periods. This way you can see in black and white just how much risk you are taking and can then make a more informed decision if it is right for you.