Your portfolio. Your speed.
The World's First Risk Alignment Platform
Subjective risk questionnaires nearly always miss the mark. That’s because the old way of assessing risk, stereotyping investors with subject semantics, simply doesn’t work. Built upon a Nobel Prize-winning framework, Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.
What's Your Risk Number?
GET STARTED WITH RISKALYZE
A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It’s fast, free, and displays your number instantly.
Live Risk Monitoring
Does your personalized Risk Number match the risk in your current portfolio?
Based on historical behavior and statistics, each one of your portfolio holdings is given a risk score. We monitor your holdings and overall portfolio risk score everyday to ensure it aligns with your desired level of risk and is on track to meet your financial goals.
Not a client yet?
The next step is scheduling a complimentary review to discover how much risk is really in your portfolio.
36 S. Charles Street, 18th Floor
Baltimore, MD 21201
3877 Fairfax Ridge Road, Suite 200N
Fairfax, VA 22030