Risk Profile Questionnaire

  • Risk Profile Analysis, continued

  • RISK PROFILE ANALYSIS

    The following questions will be used to assess your risk tolerance in order to develop a current investment objective.
  • Date
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  • 1. Which of the following best describes how you would use your portfolio to achieve your goal? (Please choose one.)*
  • 2. Which statement best describes your approach towards investing? (Please choose one.)*
  • 3. Investing in the financial markets entails some degree of risk. Investors who seek high rates of return should be willing to accept periods of low or even negative returns, possibly over extended periods of time. The table below demonstrates the tradeoffs between average return, likelihood of losing money in any one year, and how extreme the declines may be. Review each hypothetical portfolio and select the one that you would be most comfortable with. (Please choose one.)*
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  • 4. Based on your financial goals, how long is your investment horizon? Your investment horizon begins now and lasts through the end of your financial goal retirement, college, home purchases, etc (Please choose one.)*
  • 5. When do you expect to initially begin withdrawing cash from your investment portfolio? (Please choose one.)*
  • 6. How much do you plan to withdraw from your portfolio during the time period indicated in the above question? (Please choose one.)*

  • RISK PROFILE ANALYSIS SCORING

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  • Your score on the questionnaire—and the resulting investment model portfolio you score into, should not be regarded as sufficient to make investment decisions and is not intended to replace the advice of a financial professional. Before making any investment decisions based off of this questionnaire, it is strongly recommended that you consult with your financial professional to discuss your specific risk tolerances and the suitability of various investments and allocations in view of your individual, financial, investment, tax, family, and other personal considerations.

    Robert W. Baird & Co. Incorporated

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