Risk and RiskAlyze and Your Risk Number

Did you know human beings are two and a half times more concerned about avoiding losses than they are about achieving potential gains? That’s one of the reasons humans tend to sabotage their own investing, selling when they get scared, missing the recovery and buying back in when the markets feel safe again.

Instead of fighting against this force of human nature, what if we could harness the fear of risk instead?

What if we could turn your natural instinct for risk aversion into a strategy that actually empowers you to stay invested for the long term… That’s why Family Wealth Builder has invested in the world’s first risk alignment platform, built on top of a Nobel prize-winning academic framework twice named by Fast Company magazine as one of the 10 most innovative companies in finance.

Riskalyze is used by our team every day to show prospective clients how they’re invested wrong and help new clients be sure they’re invested right.

It all starts with your risk number, it’s a scientific way to pinpoint how much risk you want, how much risk you need to reach your goals and how much risk you actually have in your investment portfolio NOW. The results are simply better. Investors using our process experience more clarity, more confidence, more control, and more contentment. Its one of the ways we deliver a better experience for our clients and better results for their investments.

How it Works

First, we pinpoint how much risk you want. The old way of stereotyping people based on their age just doesn’t work because everybody’s different.

You can use our online Risk Survey or

We can have a quick phone call to discuss the holdings in your portfolio to set a target risk number that fits you.

Once you have your risk number, it’s super easy to import your current portfolio.

We can import data from every popular platform out there and it works with nearly a quarter million investment choices.

We love using a portfolios risk number and our tool has a 95% probability range that helps you set realistic expectations for what is normal for your portfolio.

Because humans react to risk on a short-term basis, you’ll appreciate that any six-month result that falls within the range is right on track, that empowers you to give yourself permission to hang in there even when the markets are volatile. Your portfolio’s risk level may go up and down but you’ll always understand that you’re okay even when your portfolio drops a bit. And in bull markets, our powerful stress tests will give you a clear answer to the question why is the market beating my portfolio?

You’ll be able to see how the S&P 500 is an 80 and how your 42 will never beat an 80 when the market is rising but it will lose a lot less when the market dives.

Research shows that four out of five investors have far more risk in their portfolio than they realize.

Imagine if you actually want to be a 23 but your portfolio turns out to be invested like a 62! And, imagine stress testing your bond heavy portfolio for an interest rate risk and watching its risk number soar, that’s where we are able to make informed recommendations based on What Matters Most – to you.

When you can see for yourself that you’re invested wrong and really understand what it takes to be invested right, you’re going to have a sense of urgency to move forward because you’ll know the cost of not being invested right.

Family Wealth Builder uses riskalyze to help our clients decide to sell a sentimental high-risk stock and how to invest the proceeds. We always monitor your risk number to be sure its compatible with your retirement goals.

Why not take a minute to grab your risk number now and then schedule a Free Consultation to get some valuable investment advice based on Your Risk Number.

It’s true that Riskalyze makes your investment performance more predictable and reliable because it empowers you to to consistently follow your plan and achieve greater success in your financial life, that’s the real reason Family Wealth Builder uses tools like Riskalyze with all of our investors.

Take advantage of Free Risk Survey today

What’s Your Risk Number?