Broker Check

Risklink

Risklink is cutting edge technology that pinpoints your acceptable levels of risk and reward with unparalleled accuracy. Risklink helps us ensure that your portfolio aligns with YOUR investment goals and expectations.

Together we can take the guesswork out of your financial future.

Capture Your Risk Number

The first step is to take a 5 minute quiz 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. Click on the RiskLink button below to get started today!

RiskLink

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The Technology Behind RiskLink

RiskLink is powered by Riskalyze. Built on a Nobel Prize-winning framework, we have replaced subjective terms like “conservative” and “aggressive” with the Risk Number, a quantitative way to establish the correct amount of risk for your investments. Using patented Risk Fingerprint technology, we start with a mathematically based risk assessment survey based on actual investment amounts. The result is a risk number between 1 and 99 that pinpoints a comfort zone for downside risk and potential upside gain. With this information, we can work together to build an investment portfolio to match your Risk Number, and chart a clearly defined path to your goals.

Riskalyze Client Video from Riskalyze on Vimeo.

Review Your Current Investments

It turns out 4 out of 5 people have more risk in their portfolios than they previously realized. Risklink technology empowers us to make sure the Risk Number of your portfolio matches your personal Risk Number.

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 8 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.