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  3. Portfolio Risk Analysis

Portfolio Risk Analysis

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Capture Your Risk Number

The first step is to take a 5 minutes quiz 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.

Align Your Portfolio

After pinpointing your Risk Number, we'll work with you to 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. 

 

What is Riskalyze?

 

Riskalyze Client Video from Riskalyze on Vimeo.

 

Receive a Complimentary Risk Analysis

Complete a risk questionnaire and receive your complimentary risk analysis by clicking on the below button. 

How We Help

  • Retirement Planning
  • Investment Planning
  • Specialized Insurance
  • Portfolio Risk Analysis
  • Asset-Map

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: (248) 684-2274
Fax: (248) 685-2237
Toll Free: (877) 684-7667

Email: info@erictnichols.com

155 E. Commerce, #103, Milford, MI 48381

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  • Legal, privacy, copyright and trademark information

This information is intended for use only by residents of California (CA), Florida (FL), Georgia (GA), Iowa (IA), Maryland (MD), Michigan (MI), Mississippi (MS), Missouri (MO), New Mexico (NM), North Carolina (NC), Ohio (OH), Texas (TX), Vermont (VT), Virginia (VA), and West Virginia (WV). Securities and Insurance-related services may not be provided to individuals residing in any other states. Eric Nichols is a Registered Representative Offering Securities and Advisory Services through United Planners Financial Services. Member FINRA/SIPC. Nichols Financial and United Planners are not affiliated.

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