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What Type of Investor Are You?
1
What is your age?
*
This field is required.
Under 25
25-34
35-44
45-54
55-64
65 or Over
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2
What is your estimated annual household income (total before-tax income, including W-2, 1099, and spousal income, if applicable)?
*
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$0-$50,000
$50,001-$100,000
$100,001-$150,000
$150,001-200,000
$200,001-$500,000
Over $500,001
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3
When do you plan to retire?
*
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I am retired
Within 1 year
2-5 years
6-10 years
11+ years
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4
Which best describes what you will use this investment and related returns for?
*
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Savings for retirement
Current income
Starting my own business
Home purchase
Educational expenses
Supporting my kids' future
Emergency fund
Speculation
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5
How important is it for you to be able to quickly and easily sell all or a part of the investments in this account without losing significant value?
*
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Very important
Important
Somewhat important
I have a specific liquidity need
Not at all important
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6
How much risk are you willing to take when making a substantial investment?
*
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No risk of loss
Minimal risk of loss
Moderate risk of loss
50% risk of loss
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7
For this account, which of the following statements best describes your thoughts regarding the trade-off between returns and volatility?
*
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I am more concerned about my portfolio losing value and the return achieved is of secondary importance
The potential for loss is of equal importance as the return achieved
I am most focused on the return potential, and the potential for losses is of secondary importance
I am only concerned on the return potential
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8
How would you characterize your willingness to take on investment risk compared to your colleagues, friends or family?
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A lot more risk-averse
More risk-averse
About the same
More willing to take risk
A lot more willing to take risk
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9
Email Address (Results on Next Page)
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We will receive your questionnaire and your proprietary Risk Score (from 1-10) to help create the perfect investment plan for you! Your results are on the next page!
example@example.com
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10
Your Risk Score
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