What is Your Risk Number?

We all look at rewards and risks differently based upon our varying life experiences and personal financial experiences.

The Risk Number is a way to objectively pinpoint individual investor risk tolerance.

The Risk Number questionnaire process was built upon decades worth of behavioral economic work including, but not limited to, the academic framework called  Prospect Theory (Princeton.edu)  which won the Nobel Prize for Economics in 2002.

The Risk Number and corresponding risk/reward range empowers the advisor-client relationship with stated expectations.  Gone are the days of clients and advisors putting their faith in subjective, loosely defined semantics such as moderate, conservative, moderately conservative.

FREE PORTFOLIO RISK ANALYSIS
Download Case Study

1. Capturing Your Risk Number™

The first step is to answer a 5-minute questionnaire 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.

Review Your Current Investments

A lot of people have more risk in their portfolios than they previously realized. This technology empowers us to make sure the Risk Number™ of your portfolio matches your personal Risk Number™.

2. Aligning Your Portfolio

After pinpointing your Risk Number™, we’ll craft a portfolio that aligns with your personal preferences and priorities, aiming to help you to feel comfortable with your projected 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.

3. Addressing Your Retirement Goals

We will also review your progress toward your financial goals by building a personalized Retirement Map.

When we are finished, you’ll fully understand what we can do to increase the probability of success.

  • Arizona Office
  • 23131 N. Lake Pleasant Pkwy.
    Peoria, AZ 85383
  • Phone: 623-399-6180
  • All Mail:
    24654 N. Lake Pleasant Pkwy #103-415
    Peoria, AZ 85383
  • Florida Offices
  • 5237 Summerlin Commons Blvd. Ste. #447
  • Fort Myers, FL 33907
  • .
  • 1415 Panther Lane Ste. #517
    Naples, FL 34109
    Phone: 239-544-3700
    (NOTE: Jupiter location coming soon!)
  • Montana Office
  • 50242 US Hwy. 93 Ste. #7
    Polson, MT 59860
    Phone: 406-221-3606