What’s Your Risk Number?

We’ve recently partnered with Riskalyze, a company that quantifies your risk tolerance as an investor in a unique and innovative way that is built on decades of academic research.

What Is a Risk Number you ask? Find out in this short video!

They translate your risk tolerance into a Risk Number that gives us a way of comparing how your risk tolerance compares to the risk in your investment portfolio—we think you’ll find it intriguing! There is a link below with a few brief questions, which should take less than 5 minutes.

We’d love to have you fill it out to help us as we evaluate your long-term goals and needs. This is the first step that we’re taking behind the scenes to ensure you’re invested correctly or set up to meet your long-term goals.