Find Your Risk Number
Find Your Risk Number®Because "Conservative" or "Aggressive" is Guesswork
When it comes to investing, generic labels don't cut it. If you ask three different people what an "aggressive" or "moderate" portfolio looks like, you’ll get three completely different answers. We don't believe in guessing with your hard-earned wealth. That is why we utilize an advanced, Nobel Prize-winning mathematical framework to pinpoint your exact comfort zone with a single, clear metric: Your Risk Number®.
How it works
The 3-Step Alignment
We don't look at your age or use stereotypes to decide how you should invest. We look at your unique psychology and your concrete financial goals using a three-tier approach:
Capture Your Risk Number (Takes under 5 minutes)
You'll complete a quick, intuitive quiz that skips the confusing financial jargon. Instead, it guides you through real dollar amounts and trade-offs to calculate your personalized Risk Number on a scale from 1 to 99.
Analyze Your Current Portfolio: The Reality Check
We will map out your current investments and calculate the portfolio's actual Risk Number. We frequently find a significant mismatch between the risk a client wants to take and the risk they are taking.
Align for the Future: Stress-Tested Peace of Mind.
We build and adjust a customized portfolio where the math directly aligns with your score. We then stress-test it against historical market events (like the 2008 crash or the 2020 pandemic) so you know exactly what to expect.
Understanding the 95% Historical Range™
Your Risk Number isn't a random guess—it establishes a clear 95% Probability Range for your investments over any given six-month window.
What does 95% probability mean?
It means that based on rigorous historical security data, your portfolio is mathematically engineered to stay within your personal target range 95% of the time. While nobody can control the remaining 5% of unpredictable market anomalies, this framework helps ensure you are never caught off guard by normal market fluctuations.
The Risk Number Spectrum
Think of your Risk Number like a speed limit sign on a highway. Higher numbers mean you are comfortable moving faster for higher potential returns, but you are also willing to accept a bumpier ride.
Read to discover your true risk profile?
It's entirely free, completely confidential, and takes less than five minutes to complete.
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