Broker Check

Risk Assessment

Have you ever asked yourself, “Am I taking too much risk with my investments?”

If so, then you are in the right place! Below is a tool that will mathematically quantify your risk tolerance. This tool will help us understand your ability to emotionally handle the ups and downs of investing.

Riskalyze is cutting edge technology that pinpoints your acceptable levels of risk and reward with unparalleled accuracy. Riskalyze helps us ensure that your portfolio aligns with YOUR investment goals and expectations.

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. Results of this tool may vary with each use and over time.

No strategy assures success or protects against loss. Investing is subject to risk which may involve loss of principal. Riskalyze is not affiliated with LPL Financial.

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.