INDIANAPOLIS, IN – 25 Nov, 2015 – Indianapolis based Financial Advisor firm, Nash and Associates announced it has implemented Riskalyze for investment management, 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.
“Riskalyze allows us to combine science, with our 20 plus years of investment experience, to design a portfolio based on the specific risk number of the client. This is truly customized investment management for the individual’s personality.” – Robert Nash, President Nash & Associates.
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.
“Nash & Associates 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 Nash & Associates, who are committed to investing in the success of their clients.”
Nash and Associates is an Indianapolis, IN Financial Services Firm Nash & Associates has over 25 years of experience in investment management, retirement income planning, 401(k) Design and Service, financial planning and other services.
Robert Nash offers Securities through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA www.finra.org / SIPC www.sipc.org to residents of AZ, CA, CO, FL, GA, IN, KY, MI, NM, OH, PA, SC, TX, VA. Advisory services through Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and Nash & Associates are not affiliated.
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.
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Company Name: Nash & Associates
Contact Person: Robert Nash
Phone: (866) 528-4661
Country: United States