One of our most important tasks is matching a client's risk tolerance to their actual portfolio.
We use the Riskalyze software to help each client select their target risk number.
Then, the software will x-ray the client's current portfolio by account, and as a whole investment relationship.
This way we can make sure we are matching the risk desired to the risk taken.
X-ray of total relationship X-ray of individual account
We use the software long-term to monitor and adjust our portfolios to give client's the chance to stay invested for the long-term.
*Your Risk Number provided is on a scale of 1 to 99, with higher numbers indicating higher risk tolerance.
Scenarios illustrated are hypothetical and not representative of any specific investment. Individual results will vary. Investing is subject to risk which may involve loss of principal. Past performance is no guarantee of future results.