Investment Risk Survey

How Does Riskalyze Work?

Do you want to know if your investments are aligned with your risk tolerance? Click below to take this short risk analysis quiz.

Capture Your Risk Number

The first thing you should do is take a 5-minute risk analysis quiz that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. This quiz will identify your risk number and help with our decision-making process. The risk numbers are provided on a scale of 1 to 99, with higher numbers showing higher risk tolerance.

Review Your Current Investments

Most people don’t realize the amount of risks their portfolios have. So, once we have the results of the investment risk survey, we will import your current investments to analyze if they are a good fit for your risk tolerance.

Align Your Portfolio to Match

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. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.

IMPORTANT: The projections or other information generated by Riskalyze regarding the likelihood of various investment outcomes are hypothetical, do not reflect actual investment results, and are not guarantees of future results. The results of these tools may vary with each use and over time. Riskalyze is not affiliated with Calton & Associates, Inc.

Investing is subject to risk, which may involve loss of principal, and no strategy ensures success or protects against loss. Because of this, reaching out to a trusted financial advisor is most beneficial. Our team, formed by Mark Lamkin, can help with risk analysis and other financial services. Contact us today at Lamkin Wealth Management in Louisville, KY for more information.