Lee's Summit, Missouri
P: (816) 287-4780 | E:  info@nextgen-wealth.com

 

 

How Much Risk Is In Your Portfolio?

How Much Risk Is In Your Portfolio?

At NextGen Wealth, we have partnered with Riskalyze to provide our clients with cutting edge technology that identifies your acceptable levels of risk and reward with unparalleled accuracy. Using this tool, we ensure that your portfolio aligns with your investment goals and expectations.

With Riskalyze We Can:

  • Capture Your Risk Number
  • Align Your Portfolio
  • Meet Your Retirement Goals

Together we can take the guesswork out of your financial future.



1. Capturing Your Risk Number

The first step is to answer a 5-minute questionnaire 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.

Review Your Current Investments
It turns out 4 out of 5 people have more risk in their portfolios than they previously realized. Riskalyze technology empowers us to make sure the Risk Number of your portfolio matches your personal Risk Number.

2. Aligning Your Portfolio

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.

Stress Test Investments
Stress tests illustrate how your proposed portfolio would have fared through various market events over the past 8 years, including the financial crisis and recovery.

Review Risk & Reward Potential
We can visualize the risk and reward profile for each individual investment we propose for your portfolio. Illustrating risk, reward and diversified risk gives us a powerful tool to review before we make any final investment decisions.

Long Term Consensus
We can create custom scenarios for your current portfolio and proposed portfolio taking into account an increase or decrease in interest rates. Being able to see the impact on the potential return of your portfolio with just a  .50% change in interest rates can really be eye opening. 

3. Meeting Your Retirement Goals

We will also review your progress toward your financial goals by building a Retirement Map.

When we are finished, you’ll fully understand what we can do to increase the probability of success.

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