DO YOU KNOW HOW MUCH RISK IS IN YOUR PORTFOLIO?
Take the Free Risk Tolerance Questionnaire
Find your Risk Number and get your FREE Portfolio Risk Analysis!
Assess your risk tolerance to ensure that your portfolio aligns with your investment goals and expectations.
How Does it Work?
Take a 5-minute quiz that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision-making process.
Align Your Portfolio to Match
After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.
Riskalyze is an award-winning risk engineering technology that mathematically pinpoints your Risk Number and aligns your 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 to establish the correct amount of risk for your investments and ensure that your portfolio aligns with your investment goals and expectations.
ph 678.322.3000 / fax 678.322.3059
Persium Group, LLC / 2100 Riveredge Parkway, Suite 1230 / Atlanta, GA 30328
Persium Group consists of three teams: Persium Advisors — wealth management for business owners and other investors, NAVIX — exit planning for business owners, and CoVerity — serving the needs of retirement plan committees.
The Persium Group, formerly known as White Horse, is an independently owned and operated firm that was founded in 2004. In 2010, White Horse Advisors, LLC registered with the Securities and Exchange Commission as an investment adviser allowing us to operate in a product neutral, fee-only investment environment.