Broker Check

Riskalyze Technology

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

How much risk to you have in your portfolio? Does your risk tolerance jibe with how your money is currently invested? Our Riskalyze process applies powerful risk analytics to quickly assess the Risk Number of your holdings (at Baird and elsewhere).  A portfolio-wide Risk Number and 95% Probability Range enable us to make investment decisions and keep your portfolio in alignment.  We can also quickly model the impact of any proposed changes.