Know Your Risk. Invest With Conviction.
5-Minute Risk Analysis From a Fiduciary Portfolio Manager
Why Your Risk Profile Matters
Preserve Capital in Volatile Markets
Understand how much downside you can really tolerate when headlines turn red.
Capture Upside Intentionally
Position for growth that aligns with your time horizon, not someone else’s model.
Sleep Well at Night
Confidence comes from clarity; clarity starts with a data-driven risk analysis.
Is This Right for You?
* You manage your own portfolio and want a second opinion.
* You already have an advisor but suspect your allocation is “set-and-forget".
* You’re within 10 years of retirement and can’t afford a major drawdown.
* You want to invest with more clarity and less noise.
If any of the above resonate, this analysis was designed for you.
Frequently Asked Questions
What exactly is a risk analysis?
A detailed assessment of your emotional, time-horizon, market and liquidity risks, translated into a single page and clear next steps.
How often should I revisit my risk profile?
At least annually—or anytime there’s a major life or market change.
Does this obligate me to become a client?
No. You’ll receive the full report in the following screens and an offer for a free risk consultation call with zero obligation.
Portafolio Capital Management (“PCM”) is a Registered Investment Adviser. Information provided is educational and not individualized investment advice. All investing involves risk, including possible loss of principal. Past performance is no guarantee of future results. Portafolio Capital Management ("PCM") is a Registered Investment Adviser based in the State of Texas. Portafolio™ complies with the current notice filing requirements imposed on registered investment advisers by the states where Portafolio™ conducts business. Portafolio™ is only permitted to conduct business in states where it is properly notice filed or qualifies for an exemption or exclusion from notice filing requirements. Portafolio Capital Management specializes in investing clients' funds in equities and various securities with the aim of achieving long-term growth. Investors should be aware that investing in securities entails the risk of potential loss should the value of the purchased securities decline. It's important to note that funds invested in securities are not protected against such losses by the FDIC, SEC, or any other governmental or non-governmental organization. Moreover, past performance does not guarantee future results. Hypothetical and model performance is not indicative of future actual results. The information provided on this website is limited to the dissemination of general information regarding Portafolio's investment advisory and management services. Any subsequent direct communication with a prospective client by Portafolio™ will be carried out by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information regarding the registration status of Portafolio™, please contact Portafolio™ or refer to the Investment Adviser Public Disclosure website ( www.adviserinfo.sec.gov ). For further details about Portafolio™, including fees and services, please visit our Disclosures and Documents page link below and download our Form ADV Part 2A.