Personal and financial situation
The questionnaire is designed to help you choose a Portfolio that best meets your investment goals.
What is your name?
What is your age?
In general, there is less need for older investors to assume significant investment risk than there is for younger investors. While other circumstances such as wealth may counter this assumption, advancing age generally reduces risk tolerance.
a) 30 and under
b) 31 to 40
c) 41 to 50
d) 51 to 65
e) Over 65
What is your annual household income (before tax)?
Your financial advisor must understand your financial situation in order to provide you with a tailored investment strategy that reflects your current situation, and enables you to achieve your financial goals.
a) Less than $40,000
b) $40,001 to $75,000
c) $75,001 to $125,000
d) $125,001 to $200,000
e) Over $200,000
How much does your household have in investable assets (total assets less your principal residence,business, and personal property)?
Greater wealth and investable assets typically imply higher “financial” risk tolerance. However, some wealthy investors may have a low “psychological” risk tolerance.
a) Less than $35,000
b) $35,001 to $75,000
c) $75,001 to $150,000
d) $150,001 to $300,000
e) Over $300,00
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