Risk Tolerance Questionnaire
How far out is that big expense you're saving for or your target retirement date? If it is a long way out, there may be more time to weather the market’s inevitable ups and downs as you find yourself more comfortable with a portfolio that has a greater potential for appreciation and higher tolerance of risk than an investor who is on a shorter timeline and has a lower capacity for risk.
The following questions will help us determine your willingness to risk some or all of an investment in exchange for greater potential returns. Remember that your investment strategy should reflect who you are as an investor and what your goals are. For this reason, we also need to consider your capacity for risk once we establish your tolerance for risk, which entails diving deeper into your financial picture.
If there are any questions you are unsure of, answer to your best ability. Your responses will be submitted and we will discus them together to establish your investment risk preferences when we meet next.