WHAT IS YOUR RISK NUMBER?
Riskalyze is cutting edge technology that pinpoints your acceptable levels of risk and reward with unparalleled accuracy. Knowing your risk number ensures that we are creating a portfolio expertly tailored to your investment goals and objectives.
HERE’S HOW IT WORKS:
Step 1: capture your risk number
The first step is to answer a 1-minute questionnaire that asks questions about your financial goals, how much you are willing to risk for potential gains, and your portfolio size. With this information, we will pinpoint your exact Risk Number.
Step 2: align your portfolio
Once we have identified your unique risk number, we will first compare it to your existing portfolio to see if it is alignment. 4 out of 5 times, there is a significant difference between the risk you are willing to take versus the risk you are actually taking. Next, we will work to bring your portfolio in alignment with your true level of risk and financial goals. This allows you to feel comfortable with the expected return outcomes of your portfolio.
everyone has a risk number.
let’s find yours!