Risk Profile Questionnaire

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Establishing your comfort level with investment volatility.

First and Last Name

1. Please choose one of the following investment objectives that best describes your portfolio growth preference:

Protection

Conservative

Moderate

Aggressive

Clear selection

2. Which of the following statements best describes your overall approach to investing?

Stay ahead of inflation while taking minimal risk to avoid losses

Grow Assets while accepting a small risk of potential loss

Moderate Growth while accepting moderate potential loss

Maximum growth while accepting large potential loss

Clear selection

3. How soon will you expect to need the money you are investing?

Less than 5 years

5 to 10 years

10 to 20 years

More than 20 years

Clear selection

4. Within which of the following age ranges do you fall?

60 or older

50 to 60

40 to 50

Younger than 40

Clear selection

5. How many months of living expenses are you most comfortable having covered by your liquid savings accounts?

More than 1 year

4 to 12 months

1 to 3 months

No savings

Clear selection

6. You have $1,000 in savings. A genie offers you the opportunity to flip a coin. If it lands on heads, you will double your money and have $2,000.00. Conversely, if it lands on tails, you will lose half leaving you with $500. What would you do?

I would definitely keep the cash!

I would probably keep the cash.

I would probably flip the coin.

I would definitely flip the coin!

Clear selection

7. How would you rate your investment knowledge?

Minimal – I consider my knowledge to be fairly limited.

Moderate – I’ve been investing for a few years within a broad range of investments.

Good – I’ve been investing for many years including at least one market decline.

Very Good – I’m an experienced investor and am comfortable with market fluctuation.

Clear selection

8. How would you feel if an investment that you had planned to own for 10 years lost 10% of its value during the first year?

I would be extremely concerned.

I would be moderately concerned.

I would be somewhat concerned.

I would not be overly concerned.

Clear selection

9. If you didn’t need your retirement savings for 10 years, for how long would you be prepared to see your investments performing poorly (assuming they are sound investments compared to other similar investments) before you moved into more conservative investments.

Within six months

Within the first year

Within two years

Longer than two years

Clear selection

10. After observing the yearly returns in each of the following hypothetical portfolios, with which would you feel most comfortable?

Year 1 Year 2 Year 3 Year 4 Year 5 Average

8% (-3%) 6% 8% 11% = 6%

9% (-6%) 7% 10% 15% = 7%

10% (-10%) 9% 15% 21% = 9%

14% (-22%) 10% 18% 30% = 10%

Clear selection

Scoring Your Risk Profile: Give yourself 1 point for each answer checked in the first box, 2 points for the second box, 3 points for the third box, and 4 points for the fourth box. Record your answer below

Based on your score, your Risk Tolerance is:

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