Know Your Risk

Learn why your risk number is important and how to calculate it.

Riskalyze helps assess how much risk to take based on your financial goals! With your permission, we will deliver to you a personal investment policy statement once we know and assess your risk score!

Your Risk Number is an objective, quantitative measurement of your true risk tolerance and the risk in a given portfolio. The number is calculated utilizing a scientific framework that won the Nobel Prize for Economics and is more efficient way to discuss risk in a way that makes sense to you. Understanding your Risk Number is done through understandable terms and provides a percentage of potential downside risk that you are comfortable with over a six-month period.

Once we assess your Risk Number, we can choose one of our Risk Number model portfolios to match or build a unique strategy for the client. Your Risk Number can empower you to stay the course during the short term will not lose sight of the long term.

Learn More

Watch this brief video to see if a Riskalyze assessment is right for you.

Get Your Score

Do you like what you see? Take the first step and contact us today for your own risk policy statement.