Riskalyze Tool

Did you know our firm utilizes Riskalyze, the world’s first risk alignment platform, which mathematically pinpoints how much risk investors want, how much risk they currently have in their portfolio, and how much risk they need to take to reach their goals?

Built on a Nobel Prize-winning framework, Riskalyze quantifies the semantics of the financial advice industry, replacing confusing and subjective terms like “moderately conservative” and “moderately aggressive” with the Risk Number ® , a number between 1 and 99 that pinpoints a client’s exact comfort zone for downside risk and potential upside gain with a 95% Probability Range. Advisors then build an investment portfolio to match the client’s Risk Number and chart a clearly defined path to achieving the client’s goals.

Each client has a Risk Number for their overall portfolio as well as for each account we manage. We can also include their outside portfolios, like a 401k, if we have access to those holdings in our planning software. The integration with Emoney has been valuable in viewing the big picture when it comes to portfolio risk.

Each client has a Risk Number for their overall portfolio as well as for each account we manage.

If you would like to take the risk questionnaire, please reach out and we will send you a link. If you would like to review your personal risk score, we are happy to share the results and discuss with you.

Riskalyze was twice named one of the world’s ten most innovative companies in finance by Fast Company Magazine and has appeared twice on the Forbes FinTech50 list.

“Successful long-term financial outcomes are built by investors making one good short term decision at a time, and that only happens when great advisors equip them to do so,” said Aaron Klein, CEO at Riskalyze.

“Successful long-term financial outcomes are built by investors making one good short term decision at a time, and that only happens when great advisors equip them to do so,” said Aaron Klein, CEO at Riskalyze.

About Riskalyze:

Riskalyze is the company that invented the Risk Number ® , which powers the world’s first Risk Alignment Platform and was built on top of a Nobel Prize-winning academic framework. Advisors, broker-dealers, RIAs and asset managers use the Riskalyze platform to create alignment between clients and portfolios, leverage sophisticated analytics to increase the quality of their advice, automate trading and client account management, and access world-class models and research in the Riskalyze Partner Store — all with the mission of empowering the world to invest fearlessly. To learn more, visit riskalyze.com .

Brandon R. Cabaniss, CFP ®

Brandon R.

Financial Advisor

This material is provided as a courtesy and for educational purposes only. Please consult your investment professional, legal or tax advisor for specific information pertaining to your situation.