Introducing Riskalyze

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by Cory Schmelzer
San Diego Wealth Management is proud to introduce you to Riskalyze – our newest tool to identify your comfort level with risk in your portfolio, as well as to evaluate your existing portfolio to ensure that it matches your comfort level.

Riskalyze is a technology that pinpoints your acceptable levels of risk and reward with great accuracy. Riskalyze helps me ensure that your portfolio aligns with your investment goals and expectations.

Together we can work towards taking the guesswork out of your financial future.

How I use Riskalyze to serve YOU*

The first step is to take a 5 minute survey 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 guide our decision making process. I have found that 4 out of 5 of people have more risk in their portfolios than they previously realized.

Next we will import your current investments to analyze if your current investments are a good fit for your risk tolerance.

After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes.

We can visualize the risk and reward profile for each individual investment we propose for your portfolio. Illustrating risk, reward and diversified risk gives us a powerful tool to review before we make any final investment decisions.

Before we’re finished, we’ll also review your progress toward your financial goals by building a Retirement Map. When you’re done, you will have a detailed picture of the strategy we will employ to help you achieve your goals.

You can get started at any time by taking the survey.

I am looking forward to your results!

All the best,

Cory

*Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results.

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