Risk Tolerance

Risk Tolerance Questionnaire

To assist you in determining your own investment style, we are providing the following Investor Profile Worksheet as a tool for reviewing the fundamental issues of your tolerance to risk and your investment timeline. Also, your own personal financial goals and needs will be strongly considered. By answering this questionnaire, you will know your own investor style for which we can suggest an investment portfolio that applies to your personal situation.

Please answer each of the following questions by selecting the response that best describes you. Your score will be automatically calculated for you. Once you have your total, consult the Risk Tolerance Scoring System chart for your portfolio preference.

When you are finished, click the “Send Results” button to send a copy of your profile to our office. (You will be emailed a copy.)

YOUR INFORMATION

YOUR TOLERANCE TO RISK


YOUR TIMELINE


YOUR FINANCIAL GOALS







RISK TOLERANCE SCORING SYSTEM

Portfolio Type Score
Capital Preservation Plus 18-21
Income Plus 22-26
Conservative Growth 27-33
Moderate Growth 34-40
Growth 41-47
Growth Plus 48-53
Aggressive Growth 54-56