Built on a Nobel Prize-winning framework, Riskalyze quantifies the semantics of the financial advice industry, replacing confusing and subjective terms like “moderately conservative” and “moderately aggressive” with the Risk Number, a number between 1 and 99 that pinpoints a client’s exact comfort zone for downside risk and potential upside gain. We then build a customized investment portfolio to match your Risk Number and chart a clearly defined path to your goals.
Risk tolerance is based on more than just a person’s age. A successful long-term investment strategy is dependent on one’s ability to stay invested during the normal ups and downs of markets and economies. The best financial plan in the world won’t work if the underlying investment portfolio doesn’t match an investor’s true risk tolerance. This is an important part of the science behind our investment process. You can view our Investment Philosophy here.
The art of our process, derived from our vast education and experience, is in taking a holistic view of risk tolerance combined with one’s financial goals, and developing a clearly defined path to achieve positive outcomes.