Broker Check

How Does Riskalyze Work?

Click the button to the right to take this short assessment to see if your investments are in alignment with your risk tolerance.

The first step is to take a short (<5 minute) quiz that covers topics such as portfolio size, financial goals and what you’re willing to risk for potential gains. Then we’ll pinpoint your Risk Number to guide our decision making process.

Review Your Current Investments

Many people have more risk in their portfolios than they previously realized.1 Next we will import your current investments to analyze if your current investments are a good fit for your risk tolerance.

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.

1 MoneySense, December 2014

IMPORTANT: The projections or other information generated by Riskalyze regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.

Your Risk Number provided is on a scale of 1 to 99, with higher numbers indicating higher risk tolerance.

The risk range shown describes the comfort zone for your investments. Over the next six months, it represents a hypothetical target that you would prefer to keep your investments within. Using the example shown, this would mean the investor would be comfortable risking a loss of -12% or $-12,579 in exchange for the chance of making a gain of +20% or $21,412. There is no guarantee any investments would perform within the range.

Scenarios illustrated are hypothetical and not representative of any specific investment. Individual results will vary. Investing is subject to risk which may involve loss of principal. Past performance is no guarantee of future results.

Riskalyze is a separate entity from LPL Financial and Kaliver Wealth Management.