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Building Your Investment Strategy Using Nitrogen

Nitrogen is sophisticated technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.

Together we can take the guesswork out of your financial future.
Watch this short video for more information.

Getting Started

<strong>Capture Your Risk Number&#174;</strong>

Capture Your Risk Number®

The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision making process.

<strong>Align Your Portfolio</strong>

Align Your Portfolio

After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel confident with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we may incur over time.

<strong>Define Your Retirement Goals</strong>

Define Your Retirement Goals

We will also review your progress toward your financial goals by building a Retirement Map. When we are finished, you’ll better understand
what we can do to increase the probability of success.

Screenshots: Risk Number® and sample six-month 95% probability range (left), and a sample Retirement Map (right).

IMPORTANT: The projections or other information generated by Nitrogen regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen is a member of LPL’s vendor affinity program and is in no way affiliated with LPL.

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