Branch Office - Mailing Address
5010 Canby Drive
At our firm, we spend a lot of time discussing risk with our clients. We want to make sure our clients are comfortable taking the risk that may match the reward they would like to see. We believe the best wasy to prepare a long term investment strategy is to have a well balanced portfolio that matches you and your family. Every client of ours is a unique individual and therefore each portfolio will look a little different.
Fortunately, that is where Riskalyze comes in. Riskalyze is a tool that has the ability to assess the risk of a portfolio and assign it a number between 1 and 100. The higher on the scale, the more aggressive the portfolio. It also provides scenarios for us to discuss including how your portfolio may perform under certain conditions.
In addition, Riskalyze has a short questionnaire we provide to our clients and prospects that will assign a risk number to you as an investor. This is a number between 1 and 100, with the lower end being a more conservative investor and the higher a more aggressive investor. We use this to make sure we are creating a portfolio that suits you and your family.
Are you interested in finding out your risk number?
Capture Your Risk Number
First, take a 5 minute quiz that covers topics such as portfolio size, financial goals and what you're willing to risk for potential gains. We'll then pinpoint Risk Number to guide our decision.
Review Your Current Investments
It turns out 4 out of 5 of people have more risk in their portfolios than they previously realized. Next we will import your current investments to analyze if your current investments are a good fit for your risk tolerance.
Align Your Portfolio to Match
After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing 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.
Stress Test Investments
Stress tests illustrate how your proposed portfolio would have fared through various market events over the past 17 years, including the financial crisis and recovery.
Review Risk & Reward Potential
We can visualize the risk and reward profile for each individual investment we propose for your portfolio. Illustrating risk, reward and diversified risk gives us a powerful tool to review before we make any final investment decisions.
Meet Your Retirement Goals
Before we’re finished, we’ll also review your progress toward your financial goals by building a Retirement Map. When you’re done, you’ll fully understand the probabilities of success, and what we can to do to increase it.