Warsaw, Indiana – DuPontWealth Management announced it has implemented Riskalyze, the Nobel Prize 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 award-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.
“We are extremely excited to make this new technology available for the benefit of our clients. The Riskalyze platform is undoubtedly the most client focused investment planning tool that I have seen in my 37 years in this industry,” says Terry DuPont, President and CEO at DuPont Wealth Management. “This is one of the best investments we have ever made on behalf of our clientele. We feel so strongly about the benefits and advantages to those who utilize Riskalyze that we are making it available to anyone and everyone at absolutely no cost, as our way of giving back to the communities that we serve.”
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.
“DuPont Wealth Management 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 loveworking with advisory firms likeDupont Wealth Management, who are committed to investing in the success of their clients.”
AboutDuPont Wealth Management Dupont Wealth Management is a Registered Investment Advisor and Legal Fiducuiary firm that specializes in the architecture of Safe & Secure Predictable retirement plans for current and aspiring retirees. Terry DuPont was recently named as one of the “Top 150 Financial Advisors in the United States” by the Annexus Group, a national financial services research and design firm, and a Top Wealth Manager by Five Star Professional, published in Indianapolis Monthly. Five Star Professional is a research organization which recognizes outstanding service professionals who provide quality services for their clients, with a high level of satisfaction. This select group of wealth managers represents less than 5 percent of wealth managers in Indiana. Terry DuPont is also a published author and nationally recognized speaker.
About Riskalyze Riskalyze is the company that invented the Risk Number™ and was named as one of the world’s 10 most innovative companies in finance by Fast Company Magazine. Riskalyze works with RIAs, hybrid advisors, independent broker-dealers, custodians, clearing firms and asset managers to align the world’s investments with investor risk tolerance. A video on Riskalyze can be viewed at https://vimeo.com/116455505