Understanding and managing your risk is our highest priority.
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Riskalyze©
Riskalyze© utilizes cutting-edge technology to identify your acceptable levels of risk with unparalleled accuracy. Using this tool will allow us to pinpoint your preferred and acceptable level of risk, determine whether that preferred level of risk will allow you to reach your financial goals, and then verify that you are invested appropriately to match that level of risk.
It’s a new and different approach to determining how aggressive or how conservative one should be with their investment portfolio. We’ve learned over time that everyone’s “stomach lining” is different when it comes to dealing with the ups and downs of the stock market, and in order to avoid making the wrong decision at the wrong time, we think it is especially important to get the allocation decision right the first time. Riskalyze© helps us with that important decision.
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Capture Your Risk Number®
The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision making process.
Align Your Portfolio
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.
Define Your Retirement Goals
We will also review your progress toward your financial goals by building a Retirement Map.
When we are finished, you’ll better understand what we can do to increase the probability of success.
At this time, the Riskalyze©️ assessment cannot be completed in Internet Explorer. Please use another browser.
Raymond James is not affiliated with and does not endorse Riskalyze©.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Potomac Financial Group. Potomac Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services.
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