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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
Global markets, though volatile, have historically been great engines of long-term wealth creation, and a PORTION of my portfolio should be exposed to the returns and volatility associated with these markets.
*
Yes
No
Would you expect a portion of your portfolio to be actively managed during periods of market volatility?
*
Yes
No
Should a portion of your portfolio be excluded from market movement during periods of market declines?
*
Yes
No
Which one of the following best describes your primary investment objective?
*
Wealth Accumulation- Emphasis on continued capital appreciation in accordance with your overall risk tolerance
Wealth Maintenance- Emphasis on maintaining a desired lifestyle or level of financial security
Wealth Distribution- Emphasis on using wealth for living expenses
Approximately how many years do you expect to continue to invest your assets in the stock market?
*
0 - 3 years
3 - 5 years
6 - 10 years
11 - 15 years
Greater than 15 years
Assume you are investing $100,000 and can choose from the five hypothetical portfolios shown in the table below. The dollar values for each portfolio represent two possible returns - low and high - after one year. Assuming there is an equal chance of achieving either result (low or high), indicate which portfolio represents the maximum risk/return trade-off you would be willing to accept?
*
$55k - $160k
$65k - $150k
$75k - $135k
$85k - $125k
$95k - $115k
Please indicate the level of risk with which you are most comfortable (select one response).
*
1
2
3
4
5
6
7
8
9
10
How long are you prepared to wait for your account to return to its original value after a down market?
*
Less than 18 months
18 months - 2 years
2 - 3 years
3 - 5 years
More than 5 years
My current and future income (salary, pension, etc.) is:
*
Very secure/ stable
Mostly secure/ stable
Secure/ stable
Somewhat secure/ stable
Not secure/ stable
How able are you to handle financial emergencies with assets outside of your investment account?
*
Very able
Mostly able
Able
Somewhat able
Not able
Total market value of invested assets
How much money do you have invested in the stock market across all accounts
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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