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Risk Tolerance Questionaire

Page 1 Questions

1. What is your current age? *This question is required.
2. How would you rate your financial knowledge? *This question is required.
3. When you think of the word “risk” which of the following words comes to mind first? *This question is required.
4. Rank the following common risk measurements in order of 1-4, with 1 being your biggest concern *This question is required. Note: for the following table each column is restricted to a single answer across all rows.
5. When making a major financial decision do you focus more on the possible losses or the possible gains? *This question is required.
6. It is important to maintain a long term approach to investing. However, investments do fluctuate in the near term. Over a period of 1-2 years what type of loss will cause you to feel uncomfortable? *This question is required.
7. When dealing with investment losses, which action are you most likely to take? *This question is required.
8. Risk and return are generally closely related to one another. Statistically, the more risk you take, the higher returns you will receive. Which of the following best describes your desired mixture in your portfolio? *This question is required.
9. Which portfolio would you choose to invest in for the next few years? *This question is required.
10. How would you like to position your portfolio for the next 10 years? *This question is required.
11. When do you expect to start drawing income? *This question is required.
12. How would you classify your need for insurance? *This question is required.
13. When working with an advisor you know and trust, how often do you check your investment accounts? *This question is required.
14. Which of the following graphs displays your preferred portfolio movement?

questionnaire-chart-q14.gif *This question is required.