Riskalyze Testimonials

“It was about 1995 when I had a client come into my office telling me she was unhappy. After I asked why, she replied, ‘You only made me 24 percent of return this year, and my sister was up 32 percent.’ That was a perfect example of how little many of our clients really understand about why we look at risk tolerance.”

“The old way of doing business was using rudimentary questionnaires to filter clients into broad, subjective risk categories. Riskalyze is different because its objective methodology helps clients find their personal comfort zone.”