Investors should always consider investment objectives, risks, charges and expenses of investments carefully. No investments are guaranteed and may lose value.
Any financial or tax advice contained on this site (including any downloadable documents) is not intended to be used, and cannot be used, for purposes of (i) avoiding penalties imposed under the United States Internal Revenue Code or (ii) promoting, marketing or recommending to another person any tax-related matter. It should be used for general advice and any questions regarding your personal financial situation should be addressed by a Shapiro Financial Security Group CPA or CFP.
About the Riskalyze (Nitrogen) Questionnaire
By filling out the risk tolerance questionnaire, you are providing data to Shapiro Financial Security Group, Inc., a Registered Independent Advisory firm. Shapiro Financial does not sell or share your information with any third party parties. We will use the information to contact you to discuss the analysis of your investments and/or risk tolerance.
Our client vault host in Tamarac
Envestnet | Tamarac provides portfolio management, reporting, trading, rebalancing and client portal solutions for Registered Investment Advisers ("RIAs").
Envestnet | Tamarac, a division of Envestnet, Inc. (NYSE: ENV), is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers. Envestnet | Tamarac enables investment advisors to run their businesses with greater efficiency, scale and profitability through our custodian agnostic technology platform and outsourced portfolio management services.
Our website host is AdvisorWebsites
The security of your personal information is important to us. When you provide sensitive information to us, we encrypt the transmission of that information using secure socket layer technology (SSL).
We follow generally accepted industry standards to protect the personal information submitted to us, both during transmission and once we receive it. No method of transmission over the Internet, or method of electronic storage, is 100% secure. Therefore, we cannot guarantee its absolute security.
We use WealthBox for our CRM
Wealthbox® is a CRM technology for financial advisors that launched in 2014. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative platform allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations.
For more information on WealthBox security and privacy policies see https://www.wealthbox.com/security/ and https://www.wealthbox.com/privacy-policy/