Risk Questionnaire
In order to assess your investing goals, please take a moment to fill out the following form with 11 questions
Email address *
How long will you own this account? *
Do you rely on your investments for income? *
Which of the following best describes your investment objective? *
I am willing to lose larger sums of money in the short-term if I can enjoy potentially higher returns in the long-term. *
Which portfolio are you most comfortable with: $100,000 invested for 5 years *
On January 1, 2001, you invested $100,000. On December 31, 2002, your statement showed your value was now $75,000. What would you ask your advisor to do? *
What is your rate of return objective? *
Investments with greater risks typically have a greater chance of short-term loss in any given year.Generally, the reward for assuming risk is a higher return over the long term. What is your focus:increasing returns, or reducing risk? *
Which statement best describes your attitude to investing? *
One year ago you purchased stock in a large multi-national corporation. It is now worth30% less than you paid for it, but the company’s vital signs still look healthy. Your investment time horizon is 10 years. What would you do? *
After an intensive financial analysis, your advisor determines that you will not meet your financial goals without assuming additional risk in your investment portfolio. What would you do? *
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A copy of your responses will be emailed to the address you provided.
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