For Immediate Release
Jarrod Adams Investing, Charlotte, NC – Jarrod Adams Investing announced it has implemented Riskalyze, the world’s first risk alignment platform, which mathematically pinpoints a client’s Risk Number® and equips advisors to empower fearless investors.
Built on a Nobel Prize-winning framework, Riskalyze quantifies the semantics of the financial advice industry, replacing confusing and subjective terms like “moderately conservative” and “moderately aggressive” with the Risk Number, a number 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.
Riskalyze was twice named one of the world’s 10 most innovative companies in finance by Fast Company Magazine and has appeared twice on the Forbes FinTech50 list.
“This is a perfect fit with what we are trying to accomplish in our client relationships,” says Jarrod Adams, CEO at Jarrod Adams Investing. “Building trust, and managing client expectations are the key to a long-term relationship that keeps our clients on track towards their financial goals.”
“Jarrod Adams Investing has ushered in a new era of predictability and reliability for their clients by investing in the world’s first risk alignment platform to pinpoint a client’s Risk Number and align their portfolio to fit,” says Aaron Klein, CEO at Riskalyze. “We love working with advisory firms like Jarrod Adams Investing, who are committed to investing in the success of their clients by empowering fearless investing.”
About Jarrod Adams Investing, LLC
Jarrod Adams Investing, LLC is a fee only, independent, registered investment advisory firm. Specializing in portfolio management, 401k rollovers, and retirement planning, Jarrod Adams Investing helps individuals and families by developing investment portfolios that align their risk preferences with goals and ever-changing market environments. To learn more, visit www.adamsinvesting.com
Riskalyze is the company that invented the Risk Number®, which powers the world’s first Risk Alignment Platform, empowers advisors to execute the digital advice business model with Autopilot and enables compliance teams to spot issues, develop real-time visibility and navigate changing fiduciary rules with Compliance Cloud. Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms use Riskalyze to align the world’s investments with each investor’s Risk Number.