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Risk Tolerance Questionnaire
Name
*
First
Last
Email
*
Time Horizon
What is your current age?
*
75+
65-74
55-64
45-54
Below 45
When do you expect to start drawing income from your investments?
*
Within the next year
In 1 - 5 years
In 5 - 10 years
In 10 - 20 years
Not for at least 20 years
Investment Goals and Options
Which of the following best describes your investment goals?
*
Avoid losses and preserve assets
Low volatility and conservative asset growth
Moderate asset growth with some volatility
Long-term growth while tolerating volatility
Aggressive growth with a long-term goal
Suppose you had $10,000 to invest, at the end of 1 year, which of the following possible outcomes would you expect?
*
A balance ranging from $9,900 to $10,300 at the end of one year.
A balance ranging from $9,800 to $10,600 at the end of one year.
A balance ranging from $9,600 to $11,000 at the end of one year.
A balance ranging from $9,200 to $12,200 at the end of one year.
A balance ranging from $8,400 to $14,400 at the end of one year.
Risk Attitudes
How comfortable are you with an investment portfolio that may fluctuate in value if it has the potential for greater returns over the long run?
*
Very uncomfortable, I need to see some gains.
Uncomfortable, I’d have a hard time tolerating any losses.
Moderate, I could tolerate a minimal loss.
Comfortable, I could tolerate a loss.
Very comfortable, I understand my balance may fluctuate significantly.
How would you react if your portfolio suddenly declined by 20%?
*
Reallocate to preserve the remaining asset value.
Reallocate to a more conservative portfolio.
Maintain the same portfolio and reevaluate in 6 months.
Maintain the same portfolio.
Reallocate to a more aggressive growth portfolio.
Additional Comments
*
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