Start by taking a short survey that examines your portfolio size, goals, and willingness to take risk.
This complimentary survey explains your risk score, while also providing:
- Perspective on aligning your portfolio allocation to match your personal preferences and priorities
- A comfort zone of how you should expect a portfolio to perform based upon your risk score
- The opportunity to discuss the results with a qualified YHB Wealth Advisor
Riskalyze helps you understand your risk tolerance and align your investment strategy to provide you peace of mind. As a client of YHB Wealth you will have complimentary access to a Risk Number-centric view of your wealth.
At YHB Wealth we believe investing in technology is investing in our clients. This tool allows you to see all of your investments, whether we mange the funds or not, so you are in control.