Free Portfolio Risk Analysis

We utilize cutting edge technology that identifies your acceptable levels of risk and reward with unparalleled accuracy.

Take our no-cost, no-obligation 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you're willing to risk for potential gains.

We'll pinpoint your exact Risk Number and send you a personalized report.

What's a Risk Number?

The Risk Number is an objective, quantitative measurement of an investor’s true risk tolerance and the risk in a portfolio. This patented technology calculates a "risk score" on a scale from 1-99, utilizing a scientific framework that won the Nobel Prize for Economics. 

Understanding the Risk Number is simple, which makes it an invaluable resource when talking about your portfolio.

Investors get frustrated and confused when bombarded with standard deviations, Sharpe ratios, scatter plots, and everything in between. It’s not that investors have too little information; the problem is that they are overwhelmed. 

The Risk Number boils that complexity down into understandable terms—it is a simple way to communicate what percentage of potential downside risk an investor is comfortable with over a six-month period.

How Much Risk is in Your Portfolio?

It all starts with a Risk Number, a quantitative way to pinpoint how much risk you want, how much risk you need to take to reach your goals, and how much risk you actually have in your portfolio. The results are powerful.

The old ways of stereotyping investors based on their age just doesn't work anymore. Everyone is different, and everyone has a Risk Number.