Investment Risk Assessment Questionnaire

IRON CLAD INVESMENT NETWORK

DEVELOPING YOUR INVESTMENT PROFILE

WE OFFER A GUARANTEED 10% ROI EACH MONTH, WITH SERIES 63 AND SERIES 6 CERTIFICATIONS
Your Name*

First NameLast Name
Your Email*
Your Cell*

Area CodePhone Number
How often would you like payouts?

WeeklyMonthlyBi-WeeklyQuarterly
How much do you plan to invest with us?
Once you begin making withdrawals, how long will the money need to last?

I need it all at once in one lump sumFor one to five yearsFor six to 10 years
It is important for you to:

Avoid lossesKeep pace with inflationKeep pace with the stock marketOutperform the stock market
Which statement best describes your toler- ance for investment risk with respect to your investment program?

I cannot tolerate any portfolio risk.Low Tolerance – I am more concerned with preserving the value of my portfolio than maximizing capital growth, and can tolerate declines in value through a market cycle.Medium Tolerance – I am comfortable with fluctuations in my portfolio, and the possi- bility of larger declines in value, in order to seek growth in my portfolio over time.High Tolerance – I am comfortable taking on high levels of portfolio risk, the possibil- ity of larger fluctuations; and substantial de- clines in the value of my portfolio in pursuit of higher levels of appreciation over time.
If you had money invested in a diversied portfolio and the stock market took a down turn, when would you sell your riskier invest- ments and put the money in safer assets?

At the first sign of a decline in value.After a large (more than 20%) and/or sustained (one year or more) decline in value.I wouldn’t sell any of my investments. I would continue to follow a consistent long- term investment strategy.
I would describe my risk /return profile as follows. Please reference the visual below.

AGGRESSIVEMODERATE AGGRESSIVEMODERATEMODERATE CONSERVATIVECONSERVATIVE
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