Riskalyze is a cutting edge technology platform 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. Together we can help take the guesswork out of your financial future.
The first step is to answer a 5-minute questionnaire 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.
Your Risk Number provided is on a scale of 1 to 99, with higher numbers indicating higher risk tolerance.
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.
We will also review your progress towards your financial goals by building a Retirement Map.
When we are finished, you'll better understand what we can do to increase your probability of success.
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.