This questionnaire helps us understand your investment goals, time horizon, and comfort with risk — so we can build a portfolio that's right for you.
Progress0 of 15 questions
About You
Please enter your name as it appears on your investment accounts.
Investment Knowledge
If you have a high level of investment knowledge, you have a good understanding of the relative risk of various types of investments and understand how the level of risk taken affects potential returns.
Investment Needs and Objectives
Your investment objective is the goal or result you want to achieve from investing. Understanding your goals helps determine the types of investments best suited to meet your needs.
Investment Time Horizon
Your time horizon should reflect when you believe you will need to use the majority of funds in your investment portfolio. Investors with longer time horizons may have greater flexibility to invest in higher-growth opportunities.
Risk Capacity
Your financial situation — including your assets, debt, and the stability of your income — are important factors in determining how much risk you can take with your investments.
Risk Capacity Score
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Risk Capacity Profile [A]
Complete Q4–Q9
Risk Attitude
Your comfort level with risk is important in determining how conservatively or aggressively you should invest. If you decide to seek potentially higher returns, you face the possibility of greater losses.
Risk Attitude Score
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Risk Attitude Profile [B]
Complete Q10–Q15
What Your Profile Means
Based on your answers, your resulting profile determines the typical asset allocation for your portfolio. The profile that matches your results is highlighted below.
Your Results
Investment Objective
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Time Horizon
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Risk Capacity [A]
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Risk Attitude [B]
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Your Resulting Risk Profile
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Clicking submit will open your email client with your results pre-filled. Simply review and hit Send — your responses go directly to your advisor.
