What Is Your Risk Number?
Our planners use Riskalyze to determine your. Once you complete the questionnaire, we uncover a wealth of data about you as an investor — including your Risk Number®. This number, paired with the other information, is used to create a tailored portfolio that is aligned with your goals.
Click the button below to take a Free Portfolio Risk Analysis. The Riskalyze survey is only a handful of questions and takes just a few minutes to complete. Get in touch with our advisors today to start solidifying your investment strategy. At Clearwater, we provide honest and transparent financial planning so you can feel confident about your future.