Best Practices: Model Changes
Client want’s more or less risk?
Time to revisit a client’s expectations?
Consider moving from passive to active management?
You can re-take a Riskalyze risk assessment anytime!
Riskalyze calculates a range (e.g. –7% to +12%) that constitutes a 95% probability for that portfolio’s outcome, six months from then. A portfolio with a range that matches the client’s comfort zone therefore has a 95% probability of staying within the client’s risk tolerance.
Request an updated Riskalyze risk assessment for your client from the advisor portal or send an email to email@example.com. After it’s completed, we will send you the new investment policy statement to be signed by the client and we will re-balance the clients account to the new model selection.