TOGETHER WE CAN TAKE THE GUESSWORK OUT OF YOUR FINANCIAL FUTURE
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click the button below to get your free report
Building Your Investment Strategy Using Riskalyze
Riskalyze is award-winning technology that quantifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations. Built on a Nobel Prize-winning framework, Riskalyze replaces subjective terms like “conservative” and “aggressive” with the Risk Number, a quantitative way for clients and advisors to establish the correct amount of risk for their investments. Riskalyze helps us ensure that your portfolio aligns with your investment goals and expectations!
DEFINE YOUR RISK NUMBER
The first step is to answer a 5-minute questionnaire 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.
ALIGN YOUR PORTFOLIO
After pinpointing your Risk Number, we’ll 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
DEFINE YOUR RETIREMENT GOALS
We will also review your progress toward your financial goals by building a Retirement Map. When we are finished, you’ll better understand what we can do to increase the probability of success.
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Stress Test Investments
Stress tests illustrate how your proposed portfolio would have fared through various market events over the past 8 years, including the financial crisis and recovery.
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Review Risk & Reward Potential
We can visualize the risk and reward profile for each individual investment we propose for your portfolio. Illustrating risk, reward and diversified risk gives us a powerful tool to review before we make any final investment decisions.
Screenshots: Risk Number® and sample six-month 95% Probability Range and a sample Retirement Map Disclosure: All investing involves risk, including possible loss of principal. No investment strategy can guarantee a profit or protect against loss.
Take the Free Risk Tolerance Questionnaire
Do you know how much risk is in your portfolio? Click the button below to find your Risk Number and get your FREE Portfolio Risk Analysis!
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Winans Separate Managed Account Performance.
Click To View The Report
Click to View The Report
Click to View The Report
Winans Investments is an investment adviser in Novato, CA. Winans Investments is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Winans Investments only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Winans Investments current written disclosure brochure filed with the SEC which discusses among other things, Winans Investments business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov.
PAST PERFORMANCE IS NOT AN INDICATION OF FUTURE RESULTS