Investor Risk Tolerance Questionnaire

What is Your Primary Financial Goal?

Wealth Preservation

Retirement Planning

Wealth Accumulation

What is the Time Frame For You to Achieve Your Financial Goals?

0-5 Years

5-10 Years

10 Years or Longer

Which of the Following Best Describes Your Financial Goals?

Preserving Principal and Earning a Moderate Amount of Current Income

Generating a High Amount of Current Income

Growing Assets Substantially Over an Extended Time Frame

How Do You Expect Your Standard of Living 5 Years From Now to Compare to Your Standard of Living today?

Less Than It is Today

The Same as it is Today

Somewhat Higher Than it is Today

Substantially Greater Than it is Today

Five Years From Today, You Expect Your portfolio Value to be:

Portfolio Value is Not My Primary Concern; I am More Concerned with Current Income

The Same as or Slightly More Than it is today

Greater Than it is Today

Substantially Greater Than it is Today

Generating Current Income From Your Portfolio is:

A Primary Concern (only if you are about to retire)

Not Important

With the Income Generated From Your Portfolio, You Plan to:

Use it for Living Expenses

Use Some, Reinvest Some

Reinvest All Income

You Have Just Received a Large Amount of Money. How Would You Invest it?

In Something That Offers Moderate Current Income and That Was Very Conservative

In Something That Offered High Current Income with a Moderate Amount of Risk

In Something That Offered High Total Return (Current Income Plus Capital Appreciation) With a Moderately High Amount of Risk

In Something That Offered Substantial Capital Appriciation Even Though it Has a High Amount of Risk

Which of the following Statements Would Best Describe Your Reaction if the Value of Your Portfolio Were to Suddenly Decline by 15 %

I Would be Very Concerned Because I Cannot Accept Fluctuations in the Value of My Portfolio

If the Amount of Income I receive Was Unaffected it Would Not Bother Me

Although I Invest for Long-Term Growth Even a Temporary Decline Would Concern Me

Since I Invest for Long-Term Growth, I Would Acept Temporary Fluctuations Due to Market Influences

Which of the following Investments Would You Feel Most Comfortable Owning?

Certificates of Deposit

U.S. Government Securities

Blue Chip Stocks

Stocks of New Growth Companies

Which of the Following Investments Would You Least Like to Own

Stocks of New Growth Companies

Blue-chip Stocks

U.S. Government Securities

Certificates of Deposit

Which of the following Investments Do You Feel Are the Most Ideal for Your Portfolio?

Certificates of Deposit

U.S. Government Securities

Blue-chip Stocks

Stocks of New Growth Companies

How Optimistic Are You About the Long-Term Prospects For the Economy?

Very Pessimistic

Unsure

Somewhat Optimistic

Very Optimistic

Which of the Following Best Describes Your Attitude About Investments Outside the U.S.?

Unsure

I Believe the U.S. Economy and Foreign Markets Are Interdependent

I Believe Overseas markets Provide Attractive Investment Opportunities

Investor Risk Tolerance Questionnaire

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