Our Process
Discovery
Inventory
Plan
Execution
Monitor
Modify
See how we use Riskalyze to serve YOU
Capture Your Risk Number
The first step is to take a 5 minute quiz 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 our decision making process.
Review Your Current Investments
Riskalyze technology empowers us to make sure the Risk Number of your portfolio matches your personal risk Number.
Stress Test Investments
Stress tests illustrate how your proposed portfolio may have fared through various market events over the past 8 years, including the financial crisis and recovery.
The projections or other information generated by Riskalyze regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. No strategy assures success or protects against loss. Investing is subject to risk which may involve loss of principal. Riskalyze and Nash-Hasty Investment Services are not affiliated with LPL Financial.
