HUDSON, Ohio--(BUSINESS WIRE)--CAVU Financial, LLC 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 upon the academic framework that won the Nobel Prize in Economics, Riskalyze replaces subjective terms like “conservative” and “aggressive” with a Risk Number, a quantitative way for clients and advisors to establish the correct amount of risk for their investments.
“Unlike in the past, we can now identify our clients’ capacity for risk, develop portfolios that align with that capacity, and set clear, realistic expectations,” said Fred Cook, Certified Wealth Strategist and Partner of CAVU Financial, LLC. “It’s what our clients call their ‘sleep at night number’!”
Riskalyze was named one of the 10 most innovative companies in finance of 2013 by Fast Company Magazine, and Best Client Facing Technology of 2013 by Morningstar Advisor. Using patented Risk Fingerprint technology, CAVU Financial 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.
Knowing this, CAVU Financial Advisors can structure an investment portfolio that matches the client’s Risk Number, and chart a clearly defined path toward their client’s goals, providing a high degree of comfort for the client.
“CAVU Financial has ushered in a new era of customization for their clients by providing a 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 CAVU Financial, who are committed to investing in the success of their clients.”
About CAVU Financial, LLC
Located at First and Main in historic downtown Hudson, Ohio, CAVU Financial, LLC provides leading edge advisory and investment management services to a select group of clients. Their stated goal is to “partner with clients to create and deliver the best, unbiased, independent recommendations for their financial success.”
More information on CAVU Financial LLC can be found at cavufinancial.com.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, LTD, Riskalyze, and CAVU Financial LLC are separate entities from LPL Financial.