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Do you know how much risk is in your portfolio? Find your Risk Number and get your FREE Portfolio Risk Analysis!
Riskalyze is technology that mathematically pinpoints your Risk Number, and aligns a portfolio to match. Riskalyze replaces subjective terms like "conservative" and "aggressive" with the Risk Number, a way for you and your Financial Consultant to establish the correct amount of risk for your investments.
Riskalyze helps us ensure that your portfolio aligns with your investment goals and expectations!
Everyone has a Risk Number. Let's find yours.
Capture Your Risk Number
First, take a five-minute quiz that covers topics such as portfolio size, financial goals and what you're willing to risk for potential gains. We'll then pinpoint Risk Number to guide our decision.
Your Risk Number provided is on a scale of 1 to 99, with higher numbers indicating higher risk tolerance.
Review Your Current Investments
It turns out 4 out of 5 of people have more risk in their portfolios than they previously realized. Next we will import your current investments to analyze if your current investments are a good fit for your risk tolerance.
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 hypothetical example shown, this would mean the investor would be comfortable risking a loss of -10% or $-103,500 in exchange for the chance of making a gain of +21% or $207,000. There is no guarantee any investments would perform within the range.
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 Your Risk Number provided is on a scale of 1 to 99, with higher numbers indicating higher risk tolerance.
*2 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 hypothetical example shown, this would mean the investor would be comfortable risking a loss of -10% or $-103,500 in exchange for the chance of making a gain of +21% or $207,000. There is no guarantee any investments would perform within the range.
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. PS Bank and PS Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using PS Wealth Management, and may also be employees of PS Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, PS Bank or PS Wealth Management. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed |
| Not Bank Deposits or Obligations | May Lose Value |
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