Each investor is unique. In order to develop an investment portfolio that fits your needs, we provide this questionnaire with four components—your account objectives, risk tolerance, financial sophistication and investment time horizon.
No matter what type of investor you are, we offer you choices that you may select from. Each choice represents a balanced return and risk trade-off so that a portfolio can be designed for your individual situation.
It is recommended that investors establish a separate liquidity pool to meet short-term and emergency needs.
If investors have multiple investment objectives with different time horizons, consideration should be given to establishing dedicated portfolios to meet those objecties.