Does My Portfolio Fit Me? Building Your Investment Strategy Using Riskalyze
As part of our on-going commitment to bring new resources to our clients, we would like to formally announce we have implemented Riskalyze, the world’s first risk alignment platform, which mathematically pinpoints a client’s Risk Number® and equips our Wealth Advisors to then build an investment portfolio to match your Risk Number and chart a clearly defined path to your goals.
It all starts with your Risk Number, a quantitative way to pinpoint how much risk you want, how much risk you need to take to reach your goals, and how much risk you actually have in your portfolio.
So, how does this work?
Because everyone is different, we offer you a 5-minute questionnaire that you can take online through our website or contact your Wealth Advisor to do it in person. This will establish your risk tolerance and to help lay the foundation for your portfolio discussion with your Wealth Advisor.
Your Wealth Advisor uses your portfolio’s Risk Number and 95% Probability Range to set expectations for what is normal for your portfolio. Keeping track of your investments this way helps you to understand that any six-month result that falls within the range is right on track. This enables you to give yourself permission to hang in there, even if markets are volatile.
You’re going to love how Riskalyze empowers you to become a fearless investor.
Let’s get started today.
To find out your Risk Number make an appointment with your Wealth Advisor to go through the 5-minute questionnaire.
