Stewardship Matters, Inc. Implements Award-Winning Risk Engineering Technology to Drive Client Success

Investors no longer have an excuse for not understanding investment risk. This fast and free online tool to provide unparalleled accuracy on what acceptable levels of risk and reward are right for you. Wizard of Oz video https://youtu.be/eaTbqjRDmSo

Stewardship Matters, Inc. today announced it has implemented Riskalyze, the award winning risk engineering technology that mathematically pinpoints a client’s Risk Number, and aligns a 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.

Capture your number, review your current investments score, align your portfolio to match your risk. In addition, Riskalyze can provide stress test for investments, review the risk and reward potential and project in real time your retirement map in easy to read online tool.

Scott Thomas, Founder

We help determine your financial risk, and your portfolios actual Risk Level with measurable certainty from an independent source for free.

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 number between 1 and 99 that pinpoints their 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.

“Stewardship Matters, Inc.” 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,” said Aaron Klein, CEO at Riskalyze. “We love working with advisory firms like Stewardship Matters, Inc., who are committed to investing in the success of their clients.”

About Stewardship Matters, Inc.

Scott Thomas; ChFC, CAP founder of this Registered Investment Advisory firm located in Maitland, FL for 20 years works with people who are committed to greater financial clarity in order to gain peace of mind and to live a generous life.

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 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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Tags: investment risk assessment, portfolio risk, retirement planning


About Stewardship Matters, Inc.

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A Registered Investment Advisor located in Florida. Scott Thomas is founder and native of Orlando, FL.

Stewardship Matters, Inc.
511 N. Maitland Ave
Maitland, FL 32751