Tolerisk
Financial Services, 5000 Sagemore Dr, Marlton, New Jersey, 08053, United States, 1-10 Employees
Phone Number: 85********
Who is TOLERISK
Tolerisk is an analytical tool used by all types of Financial Professionals to help their clients figure out how much risk to take in their investment portfolio. Tolerisk quantifies an in...
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- Headquarters: 5000 Sagemore Dr, Marlton, New Jersey, 08053, United States
- Date Founded: 2014
- Employees: 1-10
- Revenue: $1 Million to $5 Million
- Active Tech Stack: See technologies
- CEO: Mark Friedenthal
Industry: Financial Services
SIC Code: 6282
Tolerisk Org Chart and Mapping
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Frequently Asked Questions Regarding Tolerisk
Answer: Tolerisk's headquarters are located at 5000 Sagemore Dr, Marlton, New Jersey, 08053, United States
Answer: Tolerisk's phone number is 85********
Answer: Tolerisk's official website is https://tolerisk.com
Answer: Tolerisk's revenue is $1 Million to $5 Million
Answer: Tolerisk's SIC: 6282
Answer: Tolerisk has 1-10 employees
Answer: Tolerisk is in Financial Services
Answer: Tolerisk contact info: Phone number: 85******** Website: https://tolerisk.com
Answer: Tolerisk is an analytical tool used by all types of Financial Professionals to help their clients figure out how much risk to take in their investment portfolio. Tolerisk quantifies an investor's ABILITY to take investment risk by analyzing anticipated cash-flows in and out of their portfolio over time. Their ABILITY is then combined with a quantified WILLINGNESS (personality) for risk in a scientific manner. The result is a range of numerical stocks/bonds benchmarks that are clear, specific, and implementable. In addition to this analysis, Tolerisk highlights to the Advisor which variables are the biggest drivers of each client's Risk Tolerance (Note: The answer can be very different depending on the combination of inputs for each person) so appropriate focus can be paid to the right assumptions. This also helps the investor understand what drove their risk tolerance and how it may evolve in the future. To further increase the value of Tolerisk to your investor, various benchmark portfolios are overlaid with the user assumptions, and 95+ years of stock, bond, and inflation data. The result illustrates the longevity of the investor's funds. (hint: The lowest volatility portfolio isn't always the lowest risk decision - this is a great way to illustrate this to your investors.)
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