Northpoint Wealth Management Implements Riskalyze
Northpoint Wealth Management, of Tulsa has 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.
Gene Bishop, president of Northpoint Wealth Management, says, “Our firm has been searching for a way for our clients to sleep better at night in the ‘new normal,’ turbulent investment market. We finally feel we can better match an investment strategy to what a client thinks and feels. Nothing can be 100 percent, but we want our clients to have that ‘sleep factor.’”
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.
“Northpoint 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, at Riskalyze. “We love working with advisory firms like Northpoint Wealth Management, , who are committed to investing in the success of their clients.”
About Northpoint Wealth Management,
Northpoint is a boutique Financial Life Planning Firm. Bishop says, “We work with a limited client base of business owners, corporate executives, and families, who are serious about becoming their own chief investment officer.”
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 s, hybrid advisors, independent broker-dealers, custodians, clearing firms and asset managers to align the world’s investments with investor risk tolerance.
To learn more, contact Gene Bishop of Northpoint at 918-518-5910.
Updated 03-02-2016
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