What is Your Risk Tolerance
Quantitatively Pinpoint Risk.
Schwartz Financial has implemented this unique tool, Riskalyze, the world’s first risk alignment platform, which mathematically pinpoints a client’s Risk Number® and equips advisors to empower fearless investors.
Built on a Nobel Prize-winning framework, Riskalyze quantifies the semantics of the financial advice industry, replacing confusing and subjective terms like “moderately conservative” and “moderately aggressive” with the Risk Number, a number between 1 and 99 that pinpoints a client’s exact comfort zone for downside risk and potential upside gain. Advisors then build an investment portfolio to match the client’s Risk Number and chart a clearly defined path to the client’s goals.
Riskalyze Client-Facing Video from Riskalyze on Vimeo.
We have all clients take this 5-minute questionnaire so that we will be able to pinpoint your Risk Number® and build portfolios that contain just the right amount of risk for our clients individual risk tolerance.
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