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INVESTMENT RISK QUESTIONNAIRE

Do you know the amount of risk your current assets carry?

Do you know how much risk they should carry?

Complete this brief questionnaire to evaluate the risk level you and your assets can comfortably handle.

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Financial Objective - Step 1 of 9
My primary objective for my investments & savings is:
Preservation

You're focused on keeping what you already have. You may have just enough saved with a view to retirement.

Legacy

You want to ensure that you have something to leave behind for your loved ones.

Income

You want to maximize the income potential your investments and savings will bring you with a view to retirement.

Growth

You may have more than enough for your retirement income needs or retirement may be several years off.

 

 

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Risk Numbers Explained

Conservative Investor: <20

A strategy focusing heavily on capital preservation is best for you. You’re comfortable with a very small portion of your assets exposed to risk; however, the majority should likely be in downside-protected investment vehicles, such as money market funds, fixed indexed annuities, and structured notes.

Moderately Conservative Investor: 20-40

Your strategy should still be weighted toward downside-protected investments. However, you’re in a position to allocate a portion of your assets toward higher risk, higher return potential portfolios.

Balanced Investor: 41-60

Moderation is the name of the game here. While you recognize that some risk is necessary to outpace inflation, you’re not in a position to endure a significant down market.

Moderate Growth Investor: 61-80

While downside protection has a small place in your investment strategy, it’s equally important to you to allocate a significant portion of your assets to strategies that can potentially outpace inflation at a high rate.

Growth Investor: 81-100

Growth is your overarching goal. This may be due to various factors such as retirement being many years away, your favorable income-to-expense ratio, your total net worth, personal goals, or any combination thereof. In any case, you have the means and tolerance to weather even a significant down market in order to reach your financial objectives.