Risk Tolerance App

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In general, how would your best friend describe you as a risk taker?* This field is required.
A real gambler
Willing to take calculated risks
Cautious
A real risk avoider
2
You're on a TV game show and have one choice. Which would you take?* This field is required.
$1,000 in cash
50% chance of winning $5,000
25% chance of winning $10,000
5% chance of winning $100,000
3
Three weeks before your "once-in-a-lifetime" dream vacation, you lose your job. What would you do?* This field is required.
Cancel the vacation
Take it, but on a tighter budget
Go as scheduled, to relax and prep for a new job search
Extend your vacation, since it may be your last 1st-class trip
4
If you unexpectedly received $20,000 to invest, what would you do?* This field is required.
Deposit it in a bank CD or money market
Invest it in safe high-quality bonds or bond mutual funds
Invest it in stocks or stock mutual funds
5
In terms of experience, how comfortable are you investing in stocks or stock mutual funds?* This field is required.
Not at all comfortable
Somewhat comfortable
Very comfortable
6
When you think of the word "risk," which of the following words come to mind first?* This field is required.
Loss
Uncertainty
Opportunity
Thrill
7
If you were mostly in high-yield bonds, and experts predicted bonds would fall while hard assets (gold, jewels, real estate) would rise, what would you do?* This field is required.
Hold the bonds
Sell half the bonds and buy hard assets
Sell all the bonds and put it all in hard assets
Sell all the bonds, put it all in hard assets, and borrow to buy more hard assets
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Given the best and worst case returns of the 4 investment choices below, which would you prefer?* This field is required.
Best case: +$200 / Worst: $0 loss
Best case: +800 gain / Worst: $200 loss
Best: +$2,600 gain / Worst: $800 loss
Best: $4,800 gain / Worst: $2,400 loss
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In addition to whatever you own, you have been given $1,000. You are now asked to choose between:* This field is required.
A sure gain of $500
A 50% chance to gain $1,000 and a 50% chance to gain nothing
10
If you inherited $100,000 with a stipulation it be invested in ONE of the following choices, which would you select?* This field is required.
A savings account or money market mutual fund
A mutual fund that owns stocks and bonds
A portfolio of 15 common stocks
Commodities like gold, silver, and oil
11
If you had to invest $20,000, which of the following investment mixes would you find most appealing?* This field is required.
60% low risk / 30% mid risk / 10% high risk
30% low risk / 40% mid risk / 30% high risk
10% low risk / 40% mid risk / 50% high risk
12
A trusted friend and geologist tells you about a gold mining venture offering 50x to 100x returns if successful, but if the mine is a bust you get no return. If you had the money how much would you invest?* This field is required.
Nothing
One months' salary
Three months' salary
Six months' salary
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Based on the responses you gave, your personal Risk Tolerance score (on a scale of 1 to 100) would be:A Risk Tolerance Guideline table is provided on the next page:
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To schedule a Discovery Chat with Steve, Doug or Laine, you can easily submit your answers and contact information on the next page, and we will follow-up with a calendar invite:

IWA will never share your contact information with a 3rd party. This online survey is not intended as investment advice and is for educational purposes only. Investment advice offered by Integrity Wealth Advisors, a Registered Investment Advisor.
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What name should we use when reaching out to you?* This field is required.
First Name
Last Name
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Your preferred phone number:* This field is required.
Please enter a valid phone number.
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Your preferred email address:* This field is required.
example@example.com
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Finally, before you hit SUBMIT, would you prefer we reach out by phone or email?
Phone
Email
Should be Empty: