Risk Tolerance Questionaire
Identify your personal financial risk tolerance
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This questionnaire is designed to help determine an appropriate
investment strategy for you. The information you provide will be
used only for that purpose.
First, it asks for information about the amount of time you expect
to have before you start making significant withdrawals from your
portfolio (“time horizon”). Next, it asks for information about how
you perceive your ability or inclination to tolerate ups and downs
in the value of your portfolio over time (“risk”).
This
information will be used to assist your financial advisor in
developing an investment strategy and build a portfolio to help you
meet your financial goals
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1.
What is your age?
2.
Do you currently have plans to withdraw 25% or more of the money in this account within the next 5 years for purposes of spending or consumption? (Money you plan to transfer or rollover into another account should not be considered as a withdrawal for purposes of this question.)
3.
The chart below shows a 1-year potential loss and gain of 5 different hypothetical investments of $100,000. Given the potential gain or loss in one year, which investment portfolio would you choose?
4.
Which of these statements would best describe your attitude concerning the performance of your investment over the next 3 YEARS?
5.
When I invest my money, I am:
6.
If the value of your investment portfolio dropped by 20% in one year, what would you do?
7.
What is your goal for this investment?
8.
Generally, I prefer investments that are relatively stable, with few ups and downs, and therefore, I am willing to accept the lower returns that may come with these investments.
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Review your answers and make sure every question is answered most accurately to your financial goals
