Investor Profile Questionnaire

Investor Profile Questionnaire
Time Horizon
Risk Tolerance Score
Investment Strategy
Please enter your name:*

First NameLast Name
Select your Advisor:*

Marc HennPaul BurgdorfMonica DwyerJoy SchlieBen HunterGaye LampertNot Assigned
I plan to begin withdrawing money from my investments in:*

Less than 3 years3-5 years6-10 years11 years or more
Once I begin withdrawing funds from my investments, I plan to spend all of the funds in:*

Less than 2 years2-5 years6-10 years11 years or more
I would describe my knowledge of investments as:*

NoneLimitedGoodExtensive
When I invest my money, I am:*

Most concerned about my investment losing valueEqually concerned about my investment losing or gaining valueMost concerned about my investment gaining value
Select the investments you would be comfortable owning:*

CD’s, money markets, bonds or bond fundsThe above plus domestic stocks or domestic stock fundsThe above plus international stocks or international stock fundsThe above plus options, active trading, futures or margin
Imagine that in the past three months, the overall stock market lost 25% of its value. An individual stock investment you own also lost 25% of its value. What would you do?*

Sell all of my sharesSell some of my sharesDo nothingBuy more shares
Review the chart below:

We've outlined the most likely best-case and worst-case annual returns of five hypothetical investment plans. Which range of possible outcomes is most acceptable to you? (Figures are hypothetical and do not represent the performance of any particular investment)
ABCDE
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Investor Profile Questionnaire

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