Risk is a critical element of your financial plan and you can’t afford to wing it. Together, we’ll take the guess-work out of the equation.
FWI implemented Riskalyze, the world’s best risk alignment platform, to mathematically pinpoint your Risk Number® and empower you to become a fearless investor.
Built on a Nobel Prize-winning framework, Riskalyze quantifies your Risk Number between 1 and 99. Your Risk Number pinpoints your exact comfort zone for downside risk and potential upside gain. We then build your optimized investment portfolio and chart a clearly defined path to your goals.
Leveraging this cutting edge technology, I'm ushering in a new era of predictability and reliability for my clients. To learn more about I can help you, contact David today.