Investment Profile Questionnaire

1
Name* This field is required.Feel free to use your nickname for "First Name"
First Name
Last Name
2
Email* This field is required.Please confirm your primary email address
example@example.com
3
Birthdate* This field is required.On what date did you enter this world?
Date
Month
Day
Year
4
Today
Date
Year
Month
Day
5
Your Age* This field is required.Are you sure this is right? You have to share your skincare regimen with me.
6
Income* This field is required.When do you expect to start drawing income from your investments?
Not for at least 20 years
In 11 to 19 years
In 6 to 10 years
In 1 to 5 years
Within 1 year
Other
7
Risk* This field is required.For these investments, I would be comfortable taking:
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
Slight to no risk in return for general stability of principal
Other
8
Expectations* This field is required.Assuming normal market conditions, what would you expect from these investments over time?
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
I don't know
Other
9
Poor Markets* This field is required.Suppose the stock market performs unusually poorly over the next decade. What would you expect from your investments?
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
I don't know
Other
10
Attitude - 3 years* This field is required.Which of these statements would best describe your attitude about the next THREE YEARS' performance of this investment?
I understand a loss of principal is a realistic possibility
I can tolerate loss
I can tolerate a small loss
I'd have a hard time tolerating any losses
I need to at lest see some return
Other
11
Attitude - 3 months* This field is required.Which of these statements would best describe your attitudes about the next THREE MONTH'S performance of these investments?
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
Other
12
PreferencesPlease select if any of the following areas are important to you:
Sustainable Investing
Tax Efficient Investing
Other
13
Investment Knowledge* This field is required.What is your overall comfort in your investment knowledge?
1
2
3
4
5
14
CommentsPlease feel free to add any comments, questions, or anything that will help communicate your expectations for your investments.
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Large
Normal
Small
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