A modern approach to investment management.
Our efficient and effective technology gives you a modern approach to investment management. It provides you with the option to use our intuitive system to manage your assets on your own, or combine the latest technology with the qualified advice of a professional financial advisor.*
In order to build an investment portfolio, you need to know how you really feel about risk and market fluctuations. This is why we start the process with a risk and goal assessment.
With this knowledge in hand, you will then be able to open an account, build diversified portfolios with managed funds, review performance reports, and merge your portfolio into your financial planning account, giving you easier viewing capabilities of your investments and their interactions with your overall financial plan.
It’s time to re-align yourself with your financial goals.
What is your risk number?
Have you ever wondered if your risk tolerance actually matches your investment portfolio? With the Riskalyze tool, you can do just that – pinpoint your risk and assess if your portfolio truly fits. The patented Risk Number® technology objectively calculates an investor’s true risk tolerance utilizing a scientific framework that won the Nobel Prize for Economics.
We believe that investors should have knowledge in hand. This free** risk evaluation will help you to better analyze your feelings about risk and market fluctuations, and to see if it may be time to re-align yourself with your financial goals.
Begin by answering a few questions about your risk tolerance. With this analysis, you will gain a better understanding about who you are as an investor and what your ability to tolerate fluctuations in the market is, giving you what is called a Risk Number™.
From here you will then have the ability to upload data from your current investment accounts. With this information, the platform will then generate what your actual Risk Number™, which is based on your current investment strategy.
Now we can compare the two, looking at where you think you should be and where you actually are. The question now is – are you aligned with your true risk tolerance? And if you aren’t, are you ready to get back on track?
With the discovery process completed, you can open your new investment account and gain access to portfolio options that will re-align you with your true Risk Number™, keeping you focused on your financial goals.
We want to be transparent with you.
We want you to know that we aren’t the most inexpensive robo-advisor option in the industry. We aren’t because we believe that providing the lowest price doesn’t always give the best outcome. With this in mind, we designed an option that gives you the flexibility you need with the humanized support you deserve.*
*There are fees associated when working with a financial professional. Please contact us for more information on the costs associated with personalized financial planning and investment management