Investment Management

What is your risk number?

Since 2016, Marketwise Asset Management works with Riskalyze, the world’s first risk alignment platform, which mathematically pinpoints a client’s Risk Number® and equips advisors to empower fearless investors.

Built on a Nobel Prize-winning framework, Riskalyze quantifies the semantics of the financial advice industry, replacing confusing and subjective terms like “moderately conservative” and “moderately aggressive” with the Risk Number, a number between 1 and 99 that pinpoints a client’s exact comfort zone for downside risk and potential upside gain. Advisors then build an investment portfolio to match the client’s Risk Number and chart a clearly defined path to the client’s goals.

Empowering Fearless Investing

What Is Your Risk Number?

Once we evaluate your present financial situation and specific needs, we establish an investment policy that takes into consideration your objectives, time horizon and risk tolerance.

  • Fixed Income
  • Options
  • Earnings Growth
  • Diversified Value
  • Equity Income
  • Long Term Growth

Marketwise Asset Management works with Zacks Professional Services through the Zacks Research System and Zacks Advisor Tools for extensive Market Research, Model Portfolios, Security Analysis and data visualization to put your strategies into action. Since 1978, Zacks provides innovative, independent research for professionals to help them and their clients invest more effectively.

For more information, please visit Zacks Professional Services by clicking here or on the logo below:

Zacks Professional Services