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Risk Tolerance Assessment
First Name
Last Name
Email
1. What is your investment attitude?
*
Very Conservative
Somewhat Conservative
Moderate
Somewhat Aggresive
Very Aggressive
2. Protecting my portfolio is more important to me than high returns.
*
Strongly Agree
Agree
Neutral
Disagree
3. Which of the following statements best describes your investment philosophy?
I feel comfortable with stable investments
I am willing to withstand some fluctuations in my investment
I am seeking substantial investment returns
I am seeking potentially high investment returns
4. Keeping the above answer option in mind which of the following statements make the most sense to you?
*
I am willing to bare the consequences of a loss to maximize my returns.
I am concerned about losses along with returns.
To completely avoid losses is something I am more interested in.
5. In how many years will you begin making withdrawals from your investment ?
*
Less than a year
1-2 Years
3-5 Years
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