No. We take care of all charges associated with Riskalyze so that investors can focus on strengthening their understanding of how and why their portfolio holdings are allocated.
This tool helps us identify your emotional risk tolerance and compare the results to your current portfolio holdings. Your Risk Number results help us work with greater precision in our recommendations for you.
No, not at all. While we love our Sunrise clients, we feel everyone should have access to this data-driven tool. Need a second opinion afterwards? We offer a complimentary consultation as well. Book an introductory advisor meeting today.
Here's where the really cool stuff happens. You and your advisor will discuss what your Risk Number® and GPA are. A GPA measures the efficiency of your current portfolio allocations (there isn't a failing grade, so no stress!). From there, we run reports and utilize a bunch of fancy, powerful tools that compare benchmarks, individual stock performances, and more.
If you're a hands-on type of person, then all of these tools are a data-generated visual dream.
This is a complimentary tool to help both investor and advisor ensure risk tolerance is aligned with the former's portfolio.
There is no obligation or sales pitch: this is a tool created to deepen your understanding of how efficiently your portfolio is allocated and what alternative allocations may better suit you.
Risk Numbers are typically considered to be aligned with your investment portfolio if your score is within a ten-point range of the identified downside risk range.
A Risk 61 tilts noticeably towards a higher tolerance and willingness to be exposed to market volatility.
A Risk 38 tilts noticeably towards a lower tolerance and willingness to be exposed to market volatility. This investor is more focused on total return than significant growth potential.
A Risk 13 is indicative of a highly-conservative investor who is wary of market volatility and exposure. This ranking is quite close to the most extreme of low risk tolerances: a Risk 1.
Three points short of the highest possible risk tolerance rating, a Risk 96 investor is willing to invest aggressively with the hopes of a high stakes ROI, knowing a high stakes LOI is also possible.