RISKALYZE CASE STUDY Risk Done Right BACKGROUND Twenty years ago, Jeffrey Burgess, CRPC was proving himself a fiduciary even before the term was making headlines and inspiring legislation. Flash forward through decades of doing right by his clients, and today Jeffrey wears many hats as the president and founder of Richmond, Virginia-based RIA Burgess Wealth Advisory : advisor, investment manager, head of IT, and chief of operations. But it was in 2015, when Jeffrey found Riskalyze, that he was able to confidently add another title to his name – risk analyst. Because when risk is done right, Jeffrey says, “the clients know you’re really doing the work for them.” THE CHALLENGE After two years as a taxpayer service representative for the Internal Revenue Service, Jeffrey was introduced to the financial planning industry in 1997 when he joined a Virginia-based Ameriprise firm. In addition to financial planning and portfolio construction, he quickly became a man of many other talents; learning new software and proving to have a keen ability for business development. With these coveted skillsets and a belief that he could make more money just doing it on his own, he took the leap as one of the first non-advisors to purchase an Ameriprise franchise in 2000. “Even as far back as ’99,” said Jeffrey, “I knew that I should be able to run a business with just a laptop, from anywhere, with the right technology.” Then in 2014, he launched his RIA Burgess Wealth Advisory and has since doubled the size of his business. How has he achieved such impressive growth? “By being incredibly competitive about what I offer my clients, and doing so as efficiently as possible, with as little overhead as possible.” But transparency is also key to running a successful business, Jeffrey says, and as globalization and the U.S. economy began to drastically shift the markets in the early 2000s, the old ways of analyzing risk were clearly becoming muddied and outdated. Jeffrey believed consumers deserved better. How one longtime fiduciary finally found a tool that lives up to his standard of investment risk analysis “Asset allocation just wasn’t doing what it used to do in 1997—and it was becoming dangerous, managing millions of client assets, to rely on a 20-year-old model. It changed right under our noses: asset-level risk assessment just wasn’t working anymore. Even individual securities have varying levels of risk.” JEFFREY BURGESS FOUNDER, BURGESS WEALTH 

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