Discover Your Risk Number

The Risk Number® is an objective, quantitative measurement of your true risk tolerance and the risk in a portfolio that pinpoints your acceptable levels of risk and reward with unparalleled accuracy. Knowing your Risk Number helps us ensure that your portfolio aligns with YOUR investment goals and expectations, taking the guesswork out of your financial future.

Risk Number Technology

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.

Watch the short video to learn more!

Is your current portfolio riskier than you thought?

Screenshot of Riskalyze software

4 out of 5 people have more risk in their portfolios than they think. By reviewing your current investments and conducting a risk assessment, we are able to ensure the Risk Number of your portfolio aligns with your personal Risk Number.

Screenshot of Riskalyze software
Screenshot of Riskalyze software

Start investing fearlessly

Screenshot of Riskalyze software

Using your Risk Number and understanding your risk tolerance, we craft a portfolio that corresponds with your goals, needs, and preferences. We will include projections for potential gains and losses and ensure you understand what is normal for your portfolio, even when markets are volatile, so you can invest without fear.

Want a no-cost and no-obligation consultation?

Please fill out the form below and a member of our team will reach out to you shortly to schedule your free, no-obligation consultation.