Let’s get one thing straight – risk should be measured, not assumed. Too many investors are stuck with portfolios built on gut feelings, outdated models, or generic templates that ignore what really matters: your unique comfort level with risk and your actual goals.
Why It Matters
Without a clear understanding of risk, most investors end up with one of two problems:
- Too much risk. You're exposed to volatility you never signed up for.
- Too little risk. Your portfolio lags behind your goals.
Either way, you lose. With the Risk Number®, we cut through the noise and build portfolios that fit you precisely—helping you invest smarter, sleep better, and move forward with confidence.
How it Works
We use advanced analytics through our partner platform, Nitrogen (formerly Riskalyze), to match your personal Risk Number® with a corresponding investment strategy. It’s a simple 3-step process:
- Discover Your Risk Number® Answer a short, interactive questionnaire that captures your real tolerance for risk and potential losses.
- Compare It to Your Current Portfolio We’ll run your existing investments through our technology to see if they match your comfort level.
- Align and Optimize We design a strategy that targets your goals and your Risk Number®.
What You Gain
- ✅ Clear understanding of your real risk tolerance
- ✅ A portfolio built to fit—not fight—your comfort zone
- ✅ Smarter conversations about your money
- ✅ Less emotion, more strategy
- ✅ Better alignment between your wealth and your goals
This Isn’t About Fear. It’s About Fit.
At Frederica Wealth Advisory, we’re not here to scare you out of the market or talk you into aggressive plays. We’re here to build with intention—and that starts with knowing exactly how much risk is right for you. Your life evolves. So should your portfolio.
