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Were pleased to announce the introduction of the World’s First Risk Alignment Platform-Riskalyze. Riskalyze allows us to objectively calculate an investor’s true risk tolerance utilizing a scientific framework that won the Nobel Prize for Economics. Further, it gives us the ability to illustrate a quantitative measurement of client risk tolerance, capture and meet expectations, and quantify suitability.  In short, with Riskalyze, we can prove to our clients that they are invested right, and show prospective clients how their current portfolio is invested outside of their true risk preference.
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Thomas Bucklin, Registered Principal offering securities through Cambridge Investment Research, Inc. A Broker/Dealer. Member FINRA/SIPC. Investment Advisor Representative offering advisory services through Capital Investment Advisors, Inc., a Registered Investment Advisor, Cambridge, Capital Investment Advisors, and Fortress Financial are separate and unrelated companies.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.



This communication is strictly intended for individuals residing in the state(s) of AL, CO, DE, FL, IL, IA, KY, MD, MI, OH, RI, SC, TN, VA and WA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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