TruNorth Capital Implements Award-Winning Risk Engineering Technology
For Immediate Release
Date: July 28, 2015
Contact: Brian J. Mullally
TruNorth Capital Management, LLC
Kalamazoo, MI – TruNorth Capital announced it has implemented Riskalyze, the award-winning risk engineering technology that mathematically pinpoints a client’s Risk Number™ and aligns the 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.
“This technology will pinpoint a Risk Number for each of our clients; think of it as your sleep number for investing. Once we have the client’s risk number, we then build their portfolios based on the science of capital markets, along the dimensions of expected returns consistent with the client’s risk tolerance” says Brian Mullally, TruNorth Capital’s CEO and Co-Founder.
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 score between 1 and 99 that pinpoints a client’s 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.
“TruNorth Capital 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,” says Aaron Klein, CEO at Riskalyze. “We love working with advisory firms like TruNorth Capital, who are committed to investing in the success of their clients.”
About TruNorth Capital
TruNorth Capital is an independent Investment Advisor registered in the State of Michigan. They work with investors from around the country that care about their money, are uncomfortable with traditional, high-fee advisors and want to increase the probability of their success. TruNorth Capital’s investment philosophy is based on academically validated portfolio science to drive intelligent investment strategies while keeping costs low – all designed to improve their clients’ financial security.
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.