Everyone Has a Risk Number®- Do You Know Yours?
When it comes to your finances, Risk and Reward hang on a delicate balance. We encourage you to check out this complimentary Risk Analysis Questionnaire, where your risk tolerance behaviors are gauged by hypothetical market events and how you may react to them. This may help you to determine if your portfolio's risk exposure is still allocated in accordance with your current needs.
Upon completion, you will receive a Risk Number® between 1 and 99. The scale is simple: 1 = most conservative, willing to take on least amount of risk; 99 = willing to take on significant, most amount of risk.
You do not need to be a 4PWT client to access this powerful tool.
Risk Assessments help to identify how much risk an investor wants — eliminating the stereotypes that have made risk tolerance blasé and not always helpful.
Using this scientific framework, your advisor can work to objectively pinpoint a Risk Number® from anywhere in the world.
Portfolio analysis empowers both advisor and investor to assess how much risk the latter currently has.
A portfolio-wide Risk Number® and 95% Historical Range™ helps to enable your advisor to make investment decisions and demonstrate alignment (or misalignment) to you in a visual breakdown that may be easier to understand.
Retirement Maps paints a picture of how much risk an investor like you may need to take on to reach your financial goals.
This tool helps your advisor to calculate your risk capacity and illustrate the bigger picture.
Proposals allow you to build a 'best-fit' portfolio with a clearly-defined amount of recommended risk an investor may be exposed to.
Whether from scratch or from a model, you can easily showcase why a portfolio in alignment with the investor’s Risk Number® is right for them.
Curious to see how a Risk Number® can help you to bettter understand your own investing habits and behaviors? Click on the image of the Nitrogen video below to watch a snippet about how this software may be able to help you to viualize the decision-making process or of the flyer for your self-paced reading pleasure.
Still have questions? Fill out the form at the bottom of this page and we'll get back to you with a thoughtful answer.
A Risk Number® is an objective way to quantitatively measure an investor's true risk tolerance and the amount of risk present in a particular investment portfolio.
You will be designated a Risk Number® proportional to how you respond to the Risk Questionnaire. This estimated Risk Number® will be presented to you for review once you have completed the questionnaire.
It is a quantitative expression of the efficiency of an investment, strategy, or portfolio with respect to how much return is realized or expected per unit of risk.
Based on a scale of 1.0 (low side) and 4.3 (high side) the GPA of a portfolio, stock, mutual fund, or ETF helps you understand the relationship between expected performance and potential downside.
A portfolio-wide Risk Number® and 95% Historical Range™ helps to enable your advisor to make investment decisions and demonstrate alignment or misalignment in a visual breakdown that may be easier to understand.
Proposals allow you to build the perfect portfolio with the exact amount of risk an investor should take on.
Whether built from scratch or from an existing model, your advisor can easily showcase why a portfolio in alignment with your Risk Number® is is more likely to be the right choice.
Risk Analysis is provided by logging in to the proprietary technology Nitrogen (formerly Riskalyze). Advisory Services Network, LLC is not affiliated with this provider. The privacy of your personal information is covered by terms of the respective provider.