Personal Investor Profile

1

Thanks for visiting. These six short questions are designed to give you more insight into your investor risk rolerance. Once you complete these brief profile questions, we'll schedule a short call with you, to review your answers with Ken.
This profile is designed for you to learn about your investor risk tolerance, and is for educational purposes only. It should not be construed as investment advice.

2

Share your name with us* This field is required.

First Name

Last Name

3

Email* This field is required.

example@example.com

4

How would you best describe your investment experience and knowledge?

I am very experienced and knowledgeable about investments.

I have some experience and knowledge about investments.

I have very little or no investment experience and knowledge.

5

The main objective for my account is to...

Avoid losses.

Keep pace with inflation.

Keep pace with the stock market.

6

If my account lost 30% of its value over a short period of time, I would be:

Extremely uncomfortable; I cannot accept large short-term losses.

Slightly uncomfortable; I may be OK with a short-term loss as long as I have time to regain those losses.

Comfortable; because I have time to regain those losses.

7

"I am willing to accept a greater risk of losing money in my account for the potential of higher long-term returns."

Strongly Agree

Agree

Neutral

Disagree

Strongly Disagree

8

My account has $100,000 in it. I would move my money to a lower-risk investment if it lost _______ in one year.(Fill in the blank.)

$5,000 (5%)

$10,000 (10%)

$15,000 (15%)

$20,000 (20%)

I would not move my money at all.

9

When attempting to achieve my investment goals....

I do not want my account to lose any value, even if it will take longer to achieve my investment goals.

I will accept small fluctuations in my account's value.

I will accept moderate fluctuations in my account's value.

I will accept large fluctuations in my account's value.

I will accept extreme fluctuations in my account's value.

10

Thank you for creating your Personal Investor Profile!* This field is required.What's the best day and time for Ken to call and discuss your results?

Tuesdays

Wednesdays

Thursdays

Between 10:00am- 1:00pm

Between 2:00pm - 4:00pm

11

What else would you like to share with us?