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Risk Management

To better serve our clients and prospective clients, Matrix Asset Management has implemented Riskalyze, the award winning risk engineering technology that mathematically pinpoints your Risk Number, and aligns it with the client’s portfolio to match.

Built on a Nobel Prize-winning framework, Riskalyze replaces subjective terms like “conservative” and “aggressive” with a 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 prospective clients start with a mathematically based risk assessment survey based on their actual investment amounts.

The result is a risk score between 1 and 99 that pinpoints a client’s exact comfort zone for downside risk and potential upside gain. We then build an investment portfolio to match the client’s Risk Number and chart a clearly defined path to the client’s goals.

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

Riskalyze is 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
Free Portfolio Risk Analysis

Ready to get started?

Contact us today.