• The Investment Risk Questionnaire takes about 5 to 7 minutes to complete. This questionnaire takes risk tolerance and risk capacity into consideration.
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  • What's your name?
  • In general, how would your best friend describe you as a risk taker?*
  • You are on a TV game show and can choose one of the following; which would you take?*
  • You have just finished saving for a “once-in-a-lifetime” vacation. Three weeks before you plan to leave, you lose your job. You would:*
  • In terms of experience, how comfortable are you investing in stocks or stock mutual funds?*
  • When you think of the word “risk,” which of the followingwords comes to mind first?*
  • Some experts are predicting prices of assets such as gold, jewels, collectibles, and real estate (hard assets) to increase in value; bond prices may fall, however, experts tend to agree that government bonds are relatively safe. Most of your investment assets are now in high-interest government bonds. What would you do?*
  • Given the best and worst case returns of the four investment choices below, which would you prefer?*
  • In addition to whatever you own, you have been given $1,000. You are now asked to choose between:*
  • In addition to whatever you own, you have been given $2,000. You are now asked to choose between:*
  • Suppose a relative left you an inheritance of $100,000, stipulating in the will that you invest ALL the money in ONE of the following choices. Which one would you select?*
  • If you had to invest $20,000, which of the following investment choices would you find most appealing?*
  • Your trusted friend and neighbor, an experienced geologist, is putting together a group of investors to fund an exploratory gold mining venture. The venture could pay back 50 to 100 times the investment if successful. If the mine is a bust, the entire investment is worthless. Your friend estimates the chance of success is only 20%. If you had the money, how much would you invest?*
  • How secure is your current and future income?*
  • How many years of expenses do you currently have saved in cash and cash alternatives?*
  • How soon do you need to live off savings?*
  • How much of your current income can you devote to savings each year?*
  • How would you describe your investment knowledge?*

  • How many years of investment experience do you have for the following asset classes? Please type a number next to each of the following asset classes. If you are unsure or have no experience with an asset class, please leave blank or type 0.

  • Should be Empty: