Investment Profile Questionnaire

1
Name* This field is required.
First Name
Last Name
2
Preferred Email Address* This field is required.
example@example.com
3
How old are you?* This field is required.
Younger than 40
40 to 50
50 to 60
60 to 70
70 or older
4
When do you expect to start drawing income from your portfolio?* This field is required.
Within the next 3 years
In 3 to 7 years
In 7 to 15 years
More than 15 years from now
5
How important is it for you to receive money from your portfolio within your stated time frame?* This field is required.
Critical, and it’s necessary for both the timing and amount to be adhered to.
It’s important, but there’s a little flexibility in terms of timing and/or amount.
Somewhat important, and there’s moderate flexibility in terms of timing and/or amount.
Not important. Aspirational growth is the target with this portfolio.
6
Assuming typical market conditions, you expect your portfolio to…* This field is required.
Keep pace with the stock market.
Somewhat trail the stock market.
Be relatively stable with modest profits.
Have a high degree of stability with limited profits.
7
If the stock market experiences a downturn, you expect your portfolio to…* This field is required.
Perform as poorly as the stock market.
Lose some money but to a lesser degree than the stock market.
Lose very little money.
Lose no money at all or even make gains.
8
3 months after investing $100,000, it loses $10,000 in a down market. How would you react?* This field is required.
I would consider selling some of my investments.
I would consider selling some of my investments but would stay invested if my financial advisor recommended it.
I'd feel neutral and would stay invested.
I’d want to invest more money.
9
How often do you look at your portfolio?* This field is required.
I look at my portfolio every day, sometimes more than once.
I check on my portfolio every week or two.
I look at my portfolio when I get my monthly statements.
I rarely check on my portfolio and only log in when I need to update something in my account.
10
How do you approach making trades your portfolio?* This field is required.
I set it and forget it. If I could make fewer trades, I would.
I just rebalance my portfolio to a target allocation once or twice a year.
I try to select outperforming investments and/or time the market.
I make frequent adjustments to my portfolio.
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