Risk Tolerance Survey

Name*

Email*

Which hypothetical investment would you choose?*

High 8% Average 4% Low: 0% No RiskHigh 16% Average 6% Low: -9%High 24% Average 8% Low: -16%High 33% Average 10% Low: -24%High 42% Average 12% Low: -33%

What would you do if your selected investment of choice experienced a low percentage return?*

I selected Investment A (High: 8%, Average: 4%, Low: 0% No Risk)Sell the investment; I cannot tolerate any losses.I would consider making changes to my investment.Maintain my current investment because I understand there are market fluctuations.I would consider the decline as an investment opportunity and add to my investment.

Which statement do you identify with most?*

Even if my investment goal is many years away, I’d rather accept a lower rate of return than put my investment at risk.I prefer that the majority of my portfolio be invested in lower-risk investments.I would accept more risk in an effort to achieve potentially higher long-term returns.I would accept a maximum amount of risk or loss of my principal for a potential long-term maximum return.

Which statement best describes your experience as an investor?*

I have little savings and I am new to investing.I have savings, CDs or annuity experience, but no variable return experience.I have been investing in mutual funds, stocks, bonds or other variable investments for 1 to 3 years.I have been investing in mutual funds, stocks, bonds or other variable investments for 3 to 10 years.I have been investing in mutual funds, stocks, bonds or other variable investments for more than 10 years.

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