CROWN HAVEN Implements Award Winning Software Built On a Noble Prize Winning Framework
Local Financial Planning Firm Expands Services to Add More Client Options
Built on a Nobel Prize-winning framework, Riskalyze quantifies the semantics of the financial advice industry, replacing confusing and subjective terms like "moderately conservative"
Crown Haven President Casey Marx stated, "Riskalyze is just one of the many tools we at Crown Haven use to ensure our clients spend less time worrying about their money, and more time enjoying their lives. We are thrilled to provide this exceptional tool to our valued clients." "Successful long-term financial outcomes are built by investors making one good short term decision at a time, and that only happens when great advisors equip them to do so," said Aaron Klein, CEO at Riskalyze. "It's so great to see Crown Haven using the Risk Number to help their clients understand and react to risk appropriately, because that's ultimately how amazing financial advisors turn clients into fearless investors."
About Crown Haven
We are a team of professionals whose mission is to ensure our clients spend less time worrying about their money, and more time enjoying their lives. That's why we designed our Crown Haven RetireSHIELD to identify the amount of risk, fees and loss exposure within your current portfolio. It's the first step toward building a lifestyle design plan that can help ensure your money lasts as long as you live.
Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform and was built on top of a Nobel Prize-winning academic framework. Advisors, broker-dealers, RIAs and asset managers use the Riskalyze platform to create alignment between clients and portfolios, leverage sophisticated analytics to increase the quality of their advice, automate trading and client account management, and access world-class models and research in the Riskalyze Partner Store — all with the mission of empowering the world to invest fearlessly. To learn more, visit riskalyze.com.