“The essence of investment management is the management of risks, not the management of returns.”
-Benjamin Graham-

CAM 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.

“Understanding a client’s ability to accept risk is integral to a successful investment strategy,” said Todd Fry, Founder and CEO.  “Unfortunately, most investment advisors have no way to help clients quantify their risk tolerance, often leading to really unfavorable results.  Risk is a metric which needs to be statistically measured, which is why we felt it was so important to implement this advanced technology.”  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.

“CAM 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 CAM, who are committed to investing in the success of their clients.”

About CAM

CAM is an independent, multi-family office serving affluent families and individuals.  The firm develops comprehensive solutions to help its clients’ manage their wealth, which is often generational.  The firm’s fee-only business model allows it to offer unbiased and objective counsel and operate in an environment of total transparency.

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.