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Riskalyze is the award winning risk engineering technology that mathematically pinpoints a client's Risk Number, and aligns a client's portfolio to match. Built on a Nobel Prize-winning framework, Riskalyze replaces subjective terms like "conservative" and "aggressive" with the Risk Number, a quantitative way for clients and advisors to establish the correct amount of risk for their investments.Riskalyze helps us ensure that your portfolio aligns with your investment goals and expectations!
Do you know how much risk is in your portfolio? Click the button below to find your Risk Number and get your FREE Portfolio Risk Analysis!
NO COST PORTFOLIO RISK ANALYSIS
How Does Riskalyze Work?
Capture Your Risk Number
First, take a 5 minute quiz that covers topics such as portfolio size, financial goals and what you're willing to risk for potential gains. We'll then pinpoint Risk Number to guide our decision.
Review Your Current Investments
It turns out 4 out of 5 of people have more risk in their portfolios than they previously realized. Next we will import your current investments to analyze if your current investments are a good fit for your risk tolerance.
Align Your Portfolio to Match
After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes.
The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.
Stress Test Investments
Stress tests illustrate how your proposed portfolio would have fared through various market events over the past 8 years, including the financial crisis and recovery.
Review Risk & Reward Potential
We can visualize the risk and reward profile for each individual investment we propose for your portfolio. Illustrating risk, reward and diversified risk gives us a powerful tool to review before we make any final investment decisions.
Meet Your Retirement Goals
Before we’re finished, we’ll also review your progress toward your financial goals by building a Retirement Map. When you’re done, you’ll fully understand the probabilities of success, and what we can to do to increase it.
IMPORTANT: The projections or other information generated by Riskalyze regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results of this tool may vary with each use and over time. No Strategy assures success or protects against loss. Investing is subject to risk which may involve loss of principal. Riskalyze is not affiliated with LPL Financial.