Investment Profile Questionnaire

1
Date
Date
Month
Day
Year
2
Name* This field is required.
First Name
Last Name
3
Date of Birth
4
Primary Personal Email Address* This field is required.
example@example.com
5
What is your current age?* This field is required.
Less than 45
45 to 55
56 to 65
66 to 75
Older than 75
6
When do you expect to start drawing income from your investments?* This field is required.
Not for at least 20 years
In 11 to 19 years
In 6 to 10 years
In 1 to 5 years
Within 1 year
7
For this investment, I intend to take:* This field is required.
Higher risk in return for potentially superior returns
Moderate to higher risk in return for potentially greater return
Moderate risk in return for some growth opportunity
Low risk in return for a little growth opportunity
Slight to no risk in return for general stability of principal
8
Assuming normal market conditions, what would you expect from this investment over time?* This field is required.
To generally keep pace with the stock market
To slightly trail the stock market, but make a good profit
To trail the stock market, but make a moderate profit
To have some stability, but make modest profits
To have a high degree of stability, but make small profits
9
Suppose the stock market performs unusually poorly over the next decade. What would you expect from this investment?* This field is required.
To also perform poorly
To make very little or nothing
To make a little gain
To make a modest gain
To make gains, regardless of the stock market's performance
10
Which of these statements would best describe your attitudes about the next THREE YEARS' performance of this investment?* This field is required.
I understand a loss of principal is a realistic possibility
I can tolerate a loss
I can tolerate a small loss
I'd have a hard time tolerating any losses
I need to at least see some return
11
Which of these statements would best describe your attitudes about the next THREE MONTH'S performance of this investment?* This field is required.
I wouldn't worry about market fluctuations in that time frame
If my investment declined greater than 20%, I'd be concerned
If my investment declined greater than 10%, I'd be concerned
I can only tolerate small short-term fluctuations in my investment
I'd have a hard time accepting any investment declines
12
Please select if any of the following areas are important to you:
Socially Responsible / ESG Investing
Digital assets / crypto investing
13
Please feel free to add any comments, questions, or anything that will help communicate your expectations for your investments.
Huge
Large
Normal
Small
Ok
Ok
14
Risk Capacity Score (0-100)
15
Risk Preference Score (0-100)
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Portfolio Categories
80-100: AGGRESSIVE GROWTH. This portfolio is appropriate for investors whose primary objective is maximum long-term capital appreciation and who are willing to tolerate more substantial, potentially large price fluctuations. Generating current income is not a goal. Assets in this portfolio are invested entirely (or almost entirely) in equities (stocks).

60-80: GROWTH. This portfolio is appropriate for investors whose primary objective is long-term capital appreciation and who are willing to tolerate potentially large price fluctuations. Generating current income is not a primary goal. Assets in this portfolio are invested primarily (and in some cases entirely) in equities (stocks).

40-60: MODERATE GROWTH. This portfolio is appropriate for investors whose primary objective is capital appreciation and to whom current income is of secondary importance. A moderate growth investor is willing to tolerate short-term price fluctuations. The assets in this portfolio are a mix of equities (stocks) and fixed-income securities (bonds), with a higher weighting towards equities (stocks).

20-40: CONSERVATIVE GROWTH. This portfolio is appropriate for investors who prefer a balanced mix of current income and capital appreciation, and are willing to tolerate some short-term price fluctuations associated with equity (stock) investments. The assets in this portfolio are balanced among equities (stocks) and fixed-income securities (bonds).

0-20: INCOME. This portfolio is appropriate for investors whose primary objective is current income. The majority of assets in this portfolio are allocated to short-term and intermediate-term investments such as fixed-income securities (bonds). A portion of this portfolio is also invested in equities (stocks), which are subject to price fluctuations, as protection against the erosion to purchasing power caused by inflation.
17
Tags
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In Progress
Done
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