Quest Financial Group, LLC in Murfreesboro announced it has implemented Riskalyze

Jan 27, 2016 at 07:30 am by bryan


Quest Financial Group, LLC in Murfreesboro announced it has implemented Riskalyze, the award-winning risk engineering technology that mathematically pinpoints a client's Risk Number™ and aligns the client's portfolio to match.

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.

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"Using Riskalyze has resulted in a better understanding of the risks associated with investing and the impact of market volatility. It gives us the ability to recommend more precise portfolios and make adjustments based on each person's unique risk tolerance and circumstances." according to Gina Embry, CFP® and owner of Quest Financial Group, LLC.

Riskalyze was named one of the 10 most innovative companies in finance by Fast Company Magazine and Best Client-Facing Technology by Morningstar Advisor. Using patented Risk Fingerprint technology, clients and prospects start with a mathematically based risk assessment survey based on their actual investment amounts.

The result is a risk score 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.

"Quest Financial Group, LLC has ushered in a new era of predictability and reliability for their clients by investing in the only way to quantitatively pinpoint a client's Risk Number and align their portfolio to fit," says Aaron Klein, CEO at Riskalyze. "We love working with financial services firms like Quest Financial Group, LLC, who are committed to investing in the success of their clients."

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