Determine Your Investment Objective and Risk Profile

We help you define your risk tolerance with a specific number. Think of it like your sleep number.

We start with a simple questionnaire and insightful discussions between you and your advisor. Together, we can help determine the level of investment risk and return objectives that may be the most appropriate for you. At the end of this process, you will receive an Individual Risk Number (IRN).
Our advisors know how to pinpoint your risk number and identify an investment strategy to match it. We also know that life circumstances change over time and our financial advisors will be there to help you adjust your objectives along the way.

What's Your Risk Number?

Riskalyze is a cutting edge technology that pinpoints your acceptable levels of risk and reward with unparalleled accuracy. Riskalyze helps us ensure that your portfolio aligns with YOUR investment goals and expectations. Together we can take the guesswork out of your financial future.

Find out if your investments are in alignment with your risk tolerance:

Select the Appropriate Investment Risk Category

Identifying the appropriate amount of risk, you are willing and able to take is an important part of the portfolio selection process. The definition of risk can be different for everyone, so we have established risk guidelines to help with this process. At Freedom Wealth Alliance, we classify risk levels across seven different categories from Ultra-Conservative to Ultra-Aggressive.

Each risk category has a suggested Individual Risk Number (IRN) range that can help you map your own IRN to the appropriate risk category. We offer many investment portfolios with different management styles across the risk category spectrum.

The combination of our portfolio risk management and your risk category assignment helps to keep your portfolios aligned with your personal objectives, even when life throws you a curve.

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