Best Practices: Model Changes

by | Feb 22, 2019

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 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.