Comprehensive Risk Analysis
Most people have no idea what their true appetite for “risk” is when it comes to growing wealth for retirement. We use the industry’s most accurate risk assessment software to help clients determine their personal Risk Score. If you want to know your Risk Score on a scale from 1-100, click on the button below.
Learn About Risk
We Can Walk You Through Our Software
Uncovering your unique risk capacity and tolerance preferences. We can easily demonstrate how you can provide matched investment recommendations that are perfectly aligned with your investment goals.
OnPointe Risk Analyzer’s robust risk engine simplifies measuring and communicating both personal and portfolio investment risk.
It’s simple! You complete the risk questionnaire & see exactly what you need to manage risk and meet your goals.
Client Reports and Presentations
We’ve designed a fully customizable reporting and presentation generator making it easier than ever to showing our clients the information they want to see.
Learning about risk in your portfolio may go a long way in helping you and your family think about their wealth. We believe an educated client is a better client.
OnPointe Risk Analyzer’s robust risk-engine simplifies measuring and communicating both personal and portfolio investment risk.
It’s simple! Clients complete the risk questionnaire. We show you our portfolio recommendations to manage risk and meet your goals.