Riskalyze is a program we recently started using at our firm that quantifies risk for each person. It’s pretty cool— we think you’ll like it. It’ll introduce you to the concept of Risk Number, which we think will be as much benefit to you as it has been to us. It’s grown our understanding of risk and how it’s viewed by many people. We know it can help you, too.
It shouldn't’take more than 5 minutes. Click the “Free Portfolio Risk Analysis” button at the top of any of our pages. Upon completion, our team will respond via email to explain some of the results. We can even compare it to an existing portfolio you may have. It’ll help build a foundation for a discussion and future goals we can help you set.
Here’s a little more information about how the questionnaire works: