Does my portfolio fit me?

A Tool for Investment Strategy

Riskalyze is a cutting edge technology that helps you determine which levels of risk and reward work for you. Using this tool, we can better align your portfolio with your vision and help you clarify long-term goals for the future.


Step One

Your Risk Number®

The first step is to answer a 5-minute questionnaire that looks into 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.


Step Two

Align Your Portfolio

After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities and allows 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.


Step Three

Clarify Your Retirement Goals

We will also review your progress toward your financial goals by building a Retirement Map. When we are finished, you’ll better understand what we can do to increase the probability of success.

Your Number, your alignment, your goals – Let’s tailor-make a plan that not only fits your assets but your style and personal journey.