The majority of financial advisors want to give their clients the right amount of risk but studies have shown that is not happening. There are two reasons why. First, there has been no good way an advisor could pinpoint your individual risk tolerance accurately, without influence of the questionnaires own risk biases. Second, advisors have not had a consistent way to calculate the risk in a current portfolios. When you bring the control of both of these things together, you allow advisors to moderate risk to fit their clients and that changes everything. For years advisor were using instincts to decide how much risk to give clients. Now Risk Tolerance Scoring (we call “RISKALITY”) allows us to fit investment methodologies to our client’s goals more closely. RISKALITY takes the things that worry us like rising interest rates and stock market fluctuations and turns them into a tool to help align our clients and their investments.
This groundbreaking technology by Riskalyze© builds on the academic framework that won the Nobel Prize for economics and is the first in the world to target risk tolerance. We can build powerful portfolios that fit quantified and client specific suitability. This enhances the probability of keeping the portfolio within the client's expectations.
*Please note to click the "Get a Free Portfolio Risk Analysis" button just once to open the application.