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Mike Guzman Email
Client Services Manager . RiskPro by ProTools
Newport Beach, CA
Locationm**********@riskproadvisor.com
Primary EmailHow to contact Mike Guzman
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Employees:
3Revenue:
$217.5kAbout
This is RiskPro®, the world’s first Virtual Strategist® developed by Pro Tools®, LLC. RiskPro® is a risk analysis and portfolio construction system designed to assist financial advisors when building investment portfolios. RiskPro® also assists RIA and Broker/Dealers with client account surveillance. The RiskPro® analytics are provided solely to illustrate certain potential risk characteristics and metrics of the Portfolios, based on statistical data and mathematical probabilities, as of the date indicated. RiskPro® does not provide investment advice or recommendations to purchase specific securities or specific Portfolios. RiskPro® has been tested tough through volatile markets and is used by advisors and compliance officers for ongoing portfolio risk evaluation and ultimately, Perpetual Suitability™ for investor accounts. Visit us for additional information and disclosures: http://riskproadvisor.com/disclosures/ Click to enjoy RiskPro’s: “The Translator†Podcast Series This is RiskPro®, the world’s first Virtual Strategist® developed by Pro Tools®, LLC. RiskPro® is a risk analysis and portfolio construction system designed to assist financial advisors when building investment portfolios. RiskPro® also assists RIA and Broker/Dealers with client account surveillance. The RiskPro® analytics are provided solely to illustrate certain potential risk characteristics and metrics of the Portfolios, based on statistical data and mathematical probabilities, as of the date indicated. RiskPro® does not provide investment advice or recommendations to purchase specific securities or specific Portfolios. RiskPro® has been tested tough through volatile markets and is used by advisors and compliance officers for ongoing portfolio risk evaluation and ultimately, Perpetual Suitability™ for investor accounts. Visit us for additional information and disclosures: http://riskproadvisor.com/disclosures/ Click to enjoy RiskPro’s: “The Translator†Podcast SeriesRiskPro by ProTools Address
2077 West Coast HighwayNewport Beach, CA