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Would you feel more confident about your investments if you knew your portfolio closely matched your desired level of risk?
All investing involves risk. And everyone has their own reasons for how much risk they’re willing to take. For investment advisors, the old “conventional wisdom” method of simply matching risk to your age just doesn’t work anymore. Today’s older investors might be willing to take more risk, while some younger investors might want to take a lower risk strategy. It really all depends on you — your goals and the risk you’re willing to take to reach those goals.
Hey, what’s your number?
Every investor has a risk number…what’s yours? If you aren’t sure, there’s a good possibility your investments don’t match your strategy and goals. Riskalyze from JBS Asset Management makes sure your investment portfolio and your risk comfort level are always aligned. It all begins with a risk number…a quantitative way to accurately target how much risk you want, how much risk you need to take to reach your goals, and most importantly, how much risk you currently have in your portfolio.
Riskalyze Makes Personal Investing Simple.
Because everyone is different, JBS Asset Management uses a personalized method of determining exactly what your risk number should be. Once we know your personal risk number, we’ll adjust your portfolio to match with a 95% Probability Range (6 months) to set expectations for what is normal for your portfolio. Keeping track of your investments this way helps you to understand that any 6-month result that falls within the range is right on track. Riskalyze gives you the power to be fearless investor.
Keep Pace with Changing Markets.
The world’s financial markets have changed dramatically over the last five years. Has your portfolio changed as well? If not, JBS Asset Management and Riskalyze can help. Present your portfolio statement showing a minimum balance of $250,000 and we’ll perform this service free of charge (normally $300-$500). We’ll also review the fees you’re paying now to see if we can offer a lower-cost solution. Let’s get started with a consultation today.