What’s your risk number?
It’s important to know because managing risk is an important part of investment management, and many investors have more risk in their portfolio than they know. The amount of risk you take should be based on the goal and time horizon for the investment or portfolio. Are you comfortable with the level of risk you are taking with your portfolio? Is your portfolio aligned properly for the amount of risk appropriate for you?
We have software that can calculate your RiskNumber®. The RiskNumber® is an objective, mathematical approach to removing subjectivity by quantifying the risk of investors and portfolios. The patented RiskNumber® technology objectively calculates an investor’s true risk tolerance by utilizing an academic framework that won the Nobel Prize for Economics.
Once you determine your risk number, we can analyze your portfolio at no charge to determine if your investments are aligned with your risk number. This includes stress testing your portfolio with a variety of stock and bond market scenarios to determine how it might have performed based on the risk level being taken. If this process reveals that your portfolio doesn’t match your risk tolerance, we can help you find investments that do.
Let us help you gain peace of mind when it comes to your financial life. To get started, click below to calculate your risk number.
Disclosure: Investing is subject to risk and loss of principal. There is no assurance or certainty that any investment tool or strategy can protect against loss or guarantee a profit.