How’s Your Portfolio Health?

To reach financial health, you must understand how exposed your investments are to risk, and determine if that level of risk matches your preferences.

You stress-test your heart to make sure it’s healthy, why wouldn’t you do the same for your financial health? We offer our clients complimentary use of a Nobel Prize-winning tool, Riskalyze, to analyze your current portfolio.

Riskalyze will apply cutting-edge technology that pinpoints your acceptable levels of risk with unparalleled accuracy. Our objective is to help ensure that the risk in your portfolio aligns with your investment goals and expectations.

How Does Riskalyze Work?

Get 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 Investments

It turns out 4 out of 5 people have more risk in their portfolios than they previously realized. Riskalyze technology empowers us to make sure the Risk Number of your portfolio matches your personal Risk Number.

Align 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
Your 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
And 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.

Risk Number

RISK: 46

Portfolio’s Risk Number

RISK: 83

Are your investments in line with your goals?

Take our 5-minute Riskalyze assessment to get your Risk Score. Then measure that score against your current investment portfolio to see if they’re in alignment.

You can be an informed investor.

Most people we talk to don't understand how or where they're invested. Their portfolio may be incredibly risky or overly cautious and they don't even know. We can help you understand your risk level.

Get My Risk Number

What's Your Risk Score?

Find Out Now.

I've taken the quiz, What Does My Risk Number Mean?




Check that your current investment strategy matches your risk tolerance.

Make sure you understand your risk vs. reward.

Make sure you understand the ride you're signing up for.

If you’re ready for step 2 and want to see how your current investments measure up against your risk number, contact us!