Broker Check

From Risk Assessment to Risk Management

Intellicapital Advisors uses Nitrogen formerly known as Riskalyze to assess and manage the risk tolerance of their clients. The platform's proprietary algorithm determines each client's risk tolerance and helps customize investment portfolios aligned with their financial goals. Nitrogen also provides tools to communicate potential risks and rewards of different investment options, monitor portfolios in real-time, and adjust investment strategies accordingly. By using Nitrogen, Intellicapital Advisors can optimize their clients' portfolios and help them achieve their financial objectives while minimizing potential losses.

How We Use Nitrogen To Serve YOU

How We Use Nitrogen To Serve YOU

Nitrogen is cutting-edge technology that pinpoints your acceptable levels of risk and reward with unparalleled accuracy. Nitrogen helps us ensure that your portfolio aligns with YOUR investment goals and expectations. Together we can take the guesswork out of your financial future. 

What's My Score?
Review Your Current Investments 

Review Your Current Investments 

Let us run analysis of your current portfolio so we can show you your current Risk Score and other factors that drive volatility. We also will do a deep dive on your underlying expenses.

Sample Report
Align Your Portfolio to Match

Align Your Portfolio to Match

After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and 

priorities, allowing you to feel comfortable with your expected outcomes. 

The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time. 

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Our Resources

Our Resources

Stress tests illustrate how your proposed portfolio would have fared through various market events over the past 8 years, including the financial crisis and recovery. Stress tests illustrate how your proposed portfolio would have fared through various market events over the past 8 years, including the financial crisis and recovery. 

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Although the firm does not charge a fee for attending this appointment/consultation and this appointment/consultation offers the attendee educational information, this appointment/consultation is intended to result in the attendee purchasing a product or establishing an advisory relationship.

Intellicapital Advisors LLC (IAL) is a State registered investment adviser.  Information presented is for educational purposes only intended for a broad audience.  The information does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed.  IAL has reasonable belief that this marketing does not include any false or material misleading statements or omissions of facts regarding services, investment, or client experience. IAL has reasonable belief that the content as a whole will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to the adviser’s ADV Part 2A for material risks disclosures.

Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, nature and timing of the investments and relevant constraints of the investment. IAL has presented information in a fair and balanced manner. 

IAL is not giving tax, legal or accounting advice, consult a professional tax or legal representative if needed. 

IAL may discuss and display, charts, graphs, formulas and stock picks which are not intended to be used by themselves to determine which securities to buy or sell, or when to buy or sell them. Such charts and graphs offer limited information and should not be used on their own to make investment decisions. Consultation with a licensed financial professional is strongly suggested.