Case Study: Burgess Wealth Advisory achieves clearer risk analysis and client confidence with Riskalyze

Burgess Wealth Advisory - Customer Case Study

Burgess Wealth Advisory, led by founder Jeffrey Burgess, needed a better way to analyze portfolio risk than outdated asset-allocation and Modern Portfolio Theory approaches. As the firm grew, Burgess wanted a more transparent, efficient tool that could help him explain risk to clients in real dollars and better align portfolios with their actual risk tolerance. He turned to Riskalyze and its Risk Number® platform for a more modern approach to investment risk analysis.

With Riskalyze, Burgess Wealth Advisory gained deeper portfolio analytics, including detailed portfolio stats, chord diagrams for correlation, and GPA for measuring efficiency per unit of risk. Jeffrey said the platform improved portfolio analysis, client service, and operational efficiency, helping him proactively calm clients during market volatility and demonstrate value to prospects. The result was stronger client conversations, better portfolio alignment, and a more efficient advisory process that supported the firm’s growth.

Burgess Wealth Advisory

Jeffrey Burgess

Founder