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For a fearless investor, a volatile market is “game time.” BayRock is proud to help clients leverage the dynamic tools within Riskalyze in order to:

  • Stay invested
  • Turn fearful clients into Fearless Investors
  • Engage with clients in a meaningful way

Let’s Talk About Your Risk Number

Rather than getting caught up in the ocean of information available online and elsewhere, it’s important to focus on reliable sources of data that have stood the test of time – delivered to you in a format they you can easily understand.

That’s why BayRock has put the Risk Number® at the center of our planning process.

  • We use the Risk Number to analyze and monitor every single security in your portfolio
  • We then run a cross-correlation analysis under the hood and roll it up at the household level
  • This ensures the highest possible level of transparency
  • We deliver sophisticated analytics to help you manage the risk — and opportunity — of everyday life.

BayRock is dedicated to helping individual investors, families, and business owners manage the risk and opportunity of everyday life, recover from the unexpected, and realize their highest purpose. 

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IMPORTANT DISCLOSURE:

Investment Advice and Financial Planning are offered through BayRock Financial, L.L.C., a Registered Investment Advisor. BayRock does not provide tax or legal advice. The information presented here is not specific to any individual’s personal financial circumstances. To the extent that this material concerns tax matters or legal issues, it is not intended to be used, and cannot be used, by any investor or taxpayer for the purpose of avoiding penalties that may be imposed by law. Each investor should seek independent advice from a tax professional based on his or her individual circumstances. All content from MissionalMoney.com and SaltyAdvisors.com is provided for general information and educational purposes only. This content is based on publicly available information from sources believed to be reliable. Neither Missional Money nor BayRock Financial, L.L.C. can assure the accuracy or completeness of these materials and this information can change at any time and without notice. Use this material only as general guide to further discussion with your Certified Financial Planner™ professional and/or other Financial Advisor(s).

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