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Risk Profile Questionnaire
Define and prioritize your goals, establish your investment time horizon
and understand your ability to accept risk and loss
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* Indicates required question
Email
*
Your email
Full Name (First & Last)
*
Your answer
State of Residence
*
If you do not live in the United States please list which Country and City you reside
Your answer
What account is this for?
*
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Rollover IRA
401(k)
529 College Savings Plan
Brokerage Account (non qualified)
I don't know
1. Investment Return Range: During any 12 month period, returns on portfolios with exposure to the stock market can vary dramatically. Given this variability and your initial investment of $100,000, please select the typical range of potential gains and losses with which you are most comfortable.*
*
A
B
C
D
E
F
2. Maximum Decline: How much could your investments decline, with no relief in sight, before you sold all or most of your investments in stocks?
*
-$15,000
-$25,000
-$35,000
-$45,000
-$50,000
-$55,000
3. Stock Market Forecast: Even if you have very little confidence in your forecast, pick your best guess at the most likely return for the stock market over the next 12 months
*
Less than -10%
Between -10% and 10%
Between 10% and 20%
More than 20%
No expectations
4. Your Age Range: How old are you?
*
Keep in mind qualified retirement accounts (IRA, Roth IRA, etc...) may incur tax & penalties if withdrawn before 59 1/2
Choose
Younger than 50
50-59 years old
60-69 years old
70-79 years old
80+ years old
5. Planned Withdrawal: If you expect to withdraw a significant portion (at least 1/3) of your account for any purpose (e.g., a new house, children's education, a boat, etc.) other than retirement spending, when is it likely to be?
*
Immediately
Within 5 years
5-15 years from now
15+ years
Never
What is your overall risk tolerance for this account?
*
Choose
1- Conservative
2- Moderate Conservative
3- Moderate
4- Moderate Growth
5- Growth
6- Maximum Growth
No Idea
Do you have a preference in what you invest in?
*
Yes
No
Best Return Possible
Specific companies/ sectors/ markets you may prefer to be invested in?
Your answer
How much do you have in total investable assets?
*
Assets available to invest with me (cash or other investment accounts available to transfer)
Your answer
What is the TOTAL value of assets "held away"?
*
These are assets you will not be investing with me at this time
Your answer
Total market value of invested assets
Your answer
Additional commentary or questions
Your answer
A copy of your responses will be emailed to the address you provided.
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