Your first stepUnderstanding Risk
Make it work for you
Mastering the productive space between greed and fear is essential to constructing and managing a Purpose Built Portfolio of investment accounts.
Your Personal Risk Score
We begin by evaluating your unique emotions regarding making money and losing money. How will you react if you have a windfall or experience a large drop in value? What are your limits of risk that make you uneasy?
Your Riskalyze risk score measures what you would feel most comfortable with. Slower speeds show risk aversion. Higher speeds equate to comfort with higher levels of volatility.
Your Riskalyze risk score looks like a speed limit sign. The slower the speed the more risk averse you are. Higher speeds equate to comfort with higher levels of volatility.
Assess Risk Exposure
We analyze all of your current investment holdings and calculate a risk score on each investment, each account and your entire household.
Optimize your Risk Exposure
Purpose Built Planning considers both your personalized risk profile and your financial priorities to determine changes to your risk exposure.
