What Is Riskalyze
Riskalyze is the award-winning risk engineering technology that mathematically pinpoints your acceptable levels of risk and reward with unparalleled accuracy. If implemented, Riskalyze is a great tool which helps us align your portfolio to your investment goals and expectations. Built on a Nobel Prize-winning framework, Riskalyze replaces subjective terms like "conservative" and "aggressive" with your specific Risk Number, a quantitative way for you to establish the correct amount of risk for your portfolio. Together, we can minimize the guesswork out of your financial future.
For a quick overview of Riskalyze, please enjoy this video.
How Does Riskalyze Work?
Discover Your Risk Number:
The first step is to take a 5 minute quiz that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision-making process.
Review Your Current Investment:
It turns out that 4 out of 5 people have more risk in their portfolios than they previously realized. Next, we will import your current portfolio(s) to analyze if your current investments are a good fit for your risk tolerance.
Align Your Portfolio To Match:
After pinpointing your personal Risk Number, we are able to craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel more comfortable with your expected outcomes.
The resulting proposed portfolio will include projections for the potential gains and losses we might expect over time.
Stress Test Investments:
Stress tests illustrate how your proposed portfolio would have fared through various events over the past 8 years, including the recent financial crisis and recovery.
Review Risk and Reward Potential:
We can visualize the risk and reward profile for each individual investment we propose for your portfolio . By illustrating risk, reward, and the benefits of diversified risk we have a powerful tool to review your portfolio 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 should fully understand the probabilities of success, and perhaps what measures we can take to increase it.
You are invited to connect with Kevin for more information how Riskalyze could help you understand your risk tolerance and get a free portfolio evaluation to see if it matches your Risk Number.
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 the loss of principal. Riskalyze is not affiliated with LPL Financial or 360 Wealth Management LLC. Your Risk Number provided is on a scale of 1 to 99, which higher numbers indicating higher risk tolerance.