Watch: How Riskalyze Works
What Your Risk Number® Tells Us
Personal Comfort Zone
A clear score (1–99) that reflects how much risk you’re comfortable taking, based on real-world tradeoffs.
Portfolio Alignment
We compare your current investments to your Risk Number and identify any gaps or “speeding/slow-lane” mismatches.
Actionable Plan
We design an allocation that aims for the return you need while staying within your comfort range.
How We Use Riskalyze Together
1.
Quick Assessment
- Answer a few scenario-based questions to calculate your Risk Number.
- We can do this in a meeting or send a secure link to complete at home.
2.
Portfolio Checkup
- We map your current holdings to a portfolio Risk Number.
- See potential gains and losses in a typical range over a six-month window.
3.
Align & Implement
- Build or adjust your allocation to fit your score and time horizon.
- Coordinate with your financial plan and tax strategy.
4.
Monitor & Review
- We review your Risk Number over time as your life and markets change.
- Rebalance and fine-tune as needed to stay on track.
Why Clients Like It
Turns vague terms like “moderate” into a personal, easy-to-understand score.
Makes expectations realistic by showing typical ranges, not just averages.
Helps couples get on the same page about risk and return.
Book a 10-minute Riskalyze walkthrough
Good to Know
All investing involves risk, including loss of principal. Risk scores are tools—not guarantees—and should be used alongside a comprehensive financial plan.
