Riskalyze is the award winning risk engineering technology that mathematically pinpoints a client's Risk Number, and aligns a client's portfolio to match. Built on a Nobel Prize-winning framework, Riskalyze replaces subjective terms like “conservative” and “aggressive” with the Risk Number, a quantitative way for clients and advisors to establish the correct amount of risk for their investments.
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.
Together we can take the guesswork out of your financial future.
The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you're willing to risk for potential gains. Then we'll pinpoint your exact Risk Number to guide our decision making process.
After pinpoint 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.
We will also review your progress toward your financial goals by building a Retirement Map. When we are finished, you'll better understand what we can do to increase the probability of success.
We use Riskalyze to make sure that your portfolio represents your comfort level, not ours. Watch our video to learn more.
Riskalyze Client-Facing Video from Riskalyze on Vimeo.
Do you want to see the overall risk of your portfolio in a comprehensive report and what holdings are the most risky in your overall portfolio? Capture your Risk Number, review your investments, and improve your portfolio.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. LPL Financial is not affiliated with Riskalyze.