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Risk Tolerance Questionnaire

Risk Tolerance Questionnaire
Please take the time to answer the following questions as accurately as possible. After you complete the questionnaire and click submit, we will assess your responses and match them up with the corresponding asset allocation model summary and notify you with your recommended allocation.
1. I plan to begin withdrawing money from my investments in:
Select One
Select One0-3 years 4-6 years 7-9 years 10+ years
2. This graph shows the one-year return range of four $100,000 portfolios. Given, that this is the only information that you have on these four hypothetical portfolios, which one would you choose to invest in?
Select One
Select OnePortfolio A Portfolio B Portfolio C Portfolio D
3. How do you feel about fluctuations in the value of your portfolio?
Select One
Select OneI want to minimize the possibility of fluctuations in the value of my portfolio. I can tolerate moderate fluctuations in order to achieve potentially favorable returns. I can tolerate the risk of large fluctuations to increase the potential of high returns.
4. Experts often say you should be prepared to weather a downturn on your investments. By how much could the value of your investments fall before you felt uncomfortable?
Select One
Select OneAny fall would make me feel uncomfortable 10% 25% 50% more than 50%
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