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On today’s Intelligent Money Minute, we interview Aaron Klein on how Riskalyze helps concentrated portfolios. Riskalyze is an investment risk software that powers the world’s first risk alignment platform that is built on top of a Nobel-prize-winning academic framework.
You may be an executive with a concentrated stock position, or if you have a legacy stock holding with a low-cost basis that has appreciated over the years and you are afraid of selling it due to the tax ramifications. As Aaron and I mentioned, we have tools available that can help round out your portfolio and balance out the unintended tax consequences.
We’d be happy to show how we work with our high-net-worth clients and de-risk their portfolios that may have an unwanted concentrated position. As a CPA, I want to help you minimize your taxes and help build a portfolio that you will be able to stick with based on your risk tolerances.
At Intelligent Investing, we use Intelligrations™ or Intelligent Integrations to make sure that our clients’ goals-based financial plan is integrated with their portfolio and to integrate their portfolio with our clients’ risk tolerance. As Aaron mentioned, we want to transform fearful investors who make bad decisions into fearless investors who make great decisions, and over time improve their financial picture. To learn more about our philosophy, subscribe to our podcasts so you can stay informed.
If you are interested in becoming our next high-net-worth intelligent investor or want to learn more about our philosophy on risk management, click here. We’d be honored to have a brief confidential call or coffee with you to learn about your needs.
Aaron Klein Bio
Aaron Klein is co-founder and CEO at Riskalyze, the company that invented the Risk Number® and empowers the world to invest fearlessly. The company is headquartered in Auburn, California, and serves tens of thousands of financial advisors.
He is husband to Cacey Steward Klein, dad to Spencer (born in South Korea), and Emma and Teddy (born in Ethiopia). Aaron and Cacey cofounded Hope Takes Root, an initiative to use vocational training and life mentoring to change the future for orphans and at-risk kids in Ethiopia. He also sits on the board of Invest in Others.
