Orion Portfolios Adopts New Riskalyze Technology
May 5, 2015
Orion Portfolios would like announce that we have adopted Riskalyze, a new risk assessment technology, to better serve our clients.
Based on a Nobel Prize-winning framework, Riskalyze helps us to mathematically pinpoint a client’s Risk Number – an individual’s acceptable level of risk and reward. With this number we can more accurately match clients with portfolios that help them meet their investment needs, and also give them the peace of mind that the risk in their portfolio is comfortable for them.
The tool is simple but powerful. Clients answer a series of questions in a short, secure, online survey and the Riskalyze patented technology generates a Risk Number between 1 and 99. The technology takes out the subjectivity of terms like “conservative” or “aggressive” and uses quantitative methods to get to the heart of each client’s individual comfort level with risk. This number then helps guide us to build an investment portfolio that best suits each client’s goals and expectations.
Riskalyze also has tools to test different investment scenarios, such as a rise or fall interest rates, and to assess a client’s progress toward retirement. These tools allows us to further refine a client’s investment choices.
If you would like to read more, please click here to download a 3-page fact sheet about Riskalyze.
If you would like to get started, please click here to begin your questionnaire.