Skip to content
316.262.5015 316.687.0451

Does Your Portfolio Match Your Risk

     If you are one of those people whose eyes start to glass over the minute you open your brokerage statement you are not alone.  Usually all you can do is look at whether the value is more or less than the previous period and that’s it.  Assurances from me that things are okay don’t always make things better. Wouldn’t it be great if there was a way to demonstrate that our investments matched our risk tolerance and that we were on track to meet our goals?  That has become a much simpler and easier thing to do with a powerful new portfolio analytics tool called Riskalyze.  Using Riskalyze allows me to show (not tell) investors what their risk tolerance is; whether or not their portfolio matches their risk and the degree to which their investments are meeting their goals.
      If you would like to know how your portfolio fits your risk tolerance and whether you are on track to meet your goals, you can begin by clicking the Riskalyze button below.
  INVEST is not affiliated with Riskalyze or its affiliates.

About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 20,000 financial advisors, and approximately 800 institution based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients

*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 400 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.

Jones & Company and LPL Financial are separate companies.

Back To Top