What’s your risk number?


Find Your Risk Tolerance

Managing risk is an important part of investment management, and many investors have more risk in their portfolio than they know. The amount of risk you take should be based on the goal and time horizon for the investment or portfolio. Are you comfortable with the level of risk you are taking with your portfolio? Is your portfolio aligned properly for the amount of risk appropriate for you? It’s important for you to know.

That is why we have implemented a risk alignment platform into our practice designed by Nitrogen Wealth. Their patented RiskNumber® technology is built on a 2002 Nobel Prize-winning framework that mathematically pinpoints your comfort zone for downside risk and potential upside gain by determining your RiskNumber®. The RiskNumber® is an objective, mathematical approach to removing subjectivity by quantifying the risk of investors and portfolios.

Once we determine your risk number, we can analyze your portfolio at no charge to determine if your investments are aligned with your risk number. This could also include stress testing your portfolio with a variety of stock and bond market scenarios to determine how it might have performed based on the risk level being taken. If this process reveals that your portfolio doesn’t match your risk tolerance, we can help you find investments that do.

Let us help you gain peace of mind when it comes to your financial life. The results obtained from using the Nitrogen Wealth platform have been enlightening for both us and our clients. To get started, click below to calculate your risk number.

Disclosure: Investing is subject to risk and loss of principal. There is no assurance or certainty that any investment tool or strategy can protect against loss or guarantee a profit. Nitrogen Wealth is an independent third-party vendor, that provides an assessment of a person’s risk tolerance and alignment with an estimate of the risk in their portfolio(s).  Your risk score is based upon information and assumptions provided by you (the client).  Investing entails risk and there are times when that risk falls outside the parameters of expectations.