Wall Street Solutions with Main Street Values!
Spring Clean Your Portfolio with Riskalyze
It’s officially Spring-Cleaning Week, so what better time to reevaluate your finances? Just like your home, your investment portfolio also deserves a spring clean-up, too.
A few years ago, Great Lakes Wealth implemented Riskalyze, the first risk alignment platform in the world! Built on Nobel Prize-winning framework, Riskalyze helps us replace confusing and subjective terms like “conservative” or “aggressive” with a Risk Number from 1 to 99 that pinpoints a client’s comfort level for downside risk and potential upside gain.
We highly encourage every GLW client to have an updated Risk Number on file. Please take a moment to complete the following Riskalyze questionnaire to the best of your ability: https://pro.riskalyze.com/embed/1885e3ea53f655725a81
If you have questions or would like to schedule a time to speak with an advisor, please call (248) 378-1200.
