April 15, 2015 | By fischer |
We are excited to announce that we are implementing Riskalyze, the award winning risk engineering technology that mathematically pinpoints a client’s Risk Number, and aligns a client’s portfolio to match.
Built on a Nobel Prize-winning framework, Riskalyze replaces subjective terms like “conservative” and “aggressive” with the Risk Number, a quantitative way for clients and advisors to establish the correct amount of risk for their investments.
We believe that having a more clear understanding of a client’s risk tolerance and preference will lead to a more connected client-advisor relationship, as well as help the client more fully understand what we mean by “risk.”
Riskalyze was named one of the 10 most innovative companies in finance by Fast Company Magazine, and Best Client Facing Technology by Morningstar Advisor.
Using patented Risk Fingerprint technology, clients and prospects start with a mathematically based risk assessment survey based on their actual investment amounts.
The result is a risk number between 1 and 99 that pinpoints their exact comfort zone for downside risk and potential upside gain. We can then discuss the results and build an investment portfolio that is more aligned with a clients actual risk preferences, and chart a clearly defined path to the client’s goals.
“Fischer Investment Strategies has ushered in a new era of predictability and reliability for their clients by investing in the only way to quantitatively pinpoint a client’s Risk Number, and align their portfolio to fit,” said Aaron Klein, CEO at Riskalyze. “We love working with advisory firms like Fischer Investment Strategies, who are committed to investing in the success of their clients.”
Riskalyze is the company that invented the Risk Number™ and was named as one of the world’s 10 most innovative companies in finance by Fast Company Magazine. Riskalyze works with RIAs, hybrid advisors, independent broker-dealers, custodians, clearing firms and asset managers to align the world’s investments with investor risk tolerance.
To begin understanding what risk means to you take our free risk preference analysis.