ph 678.322.3000

DO YOU KNOW HOW MUCH RISK IS IN YOUR PORTFOLIO?

Take the Free Risk Tolerance Questionnaire

Find your Risk Number and get your FREE Portfolio Risk Analysis!

Assess your risk tolerance to ensure that your portfolio aligns with your investment goals and expectations.

persium riskalyze

How Does it Work?

Take a 5-minute quiz that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision-making process.

Align Your Portfolio to Match

After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.

 

Riskalyze is an award-winning risk engineering technology that mathematically pinpoints your Risk Number and aligns your 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 to establish the correct amount of risk for your investments and ensure that your portfolio aligns with your investment goals and expectations.

ph 678.322.3000  /  fax 678.322.3059
Persium Group, LLC  /  6190 Powers Ferry Road, Suite 500  /  Atlanta, GA 30339

Persium Group consists of three teams: Persium Advisors — wealth management for business owners and other investors, NAVIX — exit planning for business owners, and CoVerity — serving the needs of retirement plan committees.

The Persium Group, formerly known as White Horse, is an independently owned and operated firm that was founded in 2004. In 2010, White Horse Advisors, LLC registered with the Securities and Exchange Commission as an investment adviser allowing us to operate in a product neutral, fee-only investment environment.

At Persium Group, we offer three distinct lines of business. Persium Advisors, LLC is an SEC registered investment adviser offering traditional investment advisory and asset management services. CoVerity™ is a brand name through which we provide investment advice and consulting services to sponsors of qualified retirement plans. Through NAVIX®, we provide exit planning services to owners of closely held businesses.
Persium Advisors, LLC and its affiliates do not provide tax or legal advice. Clients are urged to consult their tax or legal advisors to understand the tax and legal ramifications of any actions or investments recommended by Persium.