Where To Start When Investing?

April 1, 2015 by  
Filed under Featured, Financial Tips, Latest Posts

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Free Investment Risk Review – A few quick questions.

Saint-Laurent Associates has implemented Riskalyze, the award winning risk engineering technology that mathematically pinpoints a client’s Risk Number, and aligns a client’s portfolio to match.

Built on a Nobel Prize-winning framework, Riskalyze replaces subjective terms like “conservative” and “aggressive” with the Risk Number, a quantitative way for clients and advisors to establish the correct amount of risk for their investments. Riskalyze was named one of the 10 most innovative companies in finance by Fast Company Magazine, and Best Client Facing Technology by Morningstar Advisor. Using patented Risk Fingerprint technology, clients and prospects start with a mathematically based risk assessment survey based on their actual investment amounts. The result is a risk number between 1 and 99 that pinpoints their exact comfort zone for downside risk and potential upside gain. Advisors then build an investment portfolio to match the client’s Risk Number, and chart a clearly defined path to the client’s goals. The first step is to take a 5 minute quiz that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision making process. 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. Before we’re finished, we’ll also review your progress toward your financial goals by building a Retirement Map. When you’re done, you’ll fully understand the probabilities of success, and what we need to do to increase it. Riskalyze is cutting edge technology that pinpoints your acceptable levels of risk and reward with unparalleled accuracy. Riskalyze helps me ensure that your portfolio aligns with YOUR investment goals and expectations. Together we can take the guesswork out of your financial future.