OUR PROCESS IN THREE SIMPLE STEPS

1. FINDING YOUR RISK NUMBER

  • Simple and intuitive questionnaire
  • Available on your desktop or mobile device
  • Fully analyze & clearly understand your risk tolerance

2. ANALYZE YOUR CURRENT HOLDINGS

  • 4 out of 5 investors have more risk than they know
  • Find out if your current portfolio is a fit
  • Risk score 56, portfolio risk 86?
  • Time to optimize

3. BUILD YOUR RISK ALIGNED PORTFOLIO

  • Find investments to match your goals
  • Optimize allocations to fit your risk tolerance
  • Easily view dividends and expense ratios

4. RISK vs. REWARD MADE SIMPLE

  • Visually see each investments’ true risk and reward potential
  • See reward, risk and diversified risk
  • Powerful enough for me, intuitive enough for you

5. STRESS TEST YOUR INVESTMENTS

  • See how your assets would have faired in various market conditions
  • Worried about what happens if the 2008 crash happens again?
  • Want to see how you would do in a strong recovery year like 2013?

6. PLAN FOR RETIREMENT

  • Chart a path to retirement using a simple, intuitive approach.
  • Plug and Play Visualization
  • Find your comfort zone and plan for the long term