Broker Check

Does My Portfolio Fit Me?


How do you know if your portfolio is right for you?  At Alpha Financial we believe the optimal investment portfolio should match the client’s unique investment risk tolerance.  Our firm has engaged Riskalyze to deliver a simple and interactive process which will help you become confident in our ability to create a unique investment portfolio that is aligned with your specific risk tolerance.  If you are interested in finding out if your portfolio is right for you, then just hit the “Free Analysis” icon.  Here’s how it works: 


  • The system will direct you to a quick 3-minute questionnaire.  After completion, a “risk” score will be assigned.  
  • After confirmation of the risk score, the current portfolio holdings should be entered.  This can be done by either one of our advisors or yourself.
  • The program will evaluate your holdings and provide a portfolio score.
  • An advisor will contact you to review your score and discuss findings. 

The process is extremely easy and efficient - best of all, it is FREE.  This is a tremendous value and will empower your decision making.  Don’t delay.  Get your scores today by clicking the icon.  Let’s get started......


Free Analysis

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.  Past performance is not indicative of future performance.