Risk AssessmentThere are 6 Key questions to this profile that only take a few minutes to complete.Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Name *FirstLastEmail *Phone *Which of the statements below best describes your purpose for this investment account? *I want to minimize potential declines and significant fluctuations in the value of my account by investing in lower risk, more conservative investmentsI want a moderately high level of income (interest and dividends) from the account, with some modest growth opportunity over the long-termI prefer a balance of income (interest and dividends) with longer-term growthMy primary goal is to maximize the value of my account as much as possible over a long-term timeframeRisk Profile Question 1 of 6When will you begin withdrawing money from this specific investment account? *10+ years5 to 10 years3 to 5 years1 to 3 years, (for supplemental income needs, such as retirement)I plan on immediately withdrawing money from this accountRisk Profile Question 2 of 6Over the next several years, you expect your annual income (salary, rental properties, pensions, social security, etc.) to: *Stay about the sameGrow moderatelyGrow substantiallyDecrease moderatelyDecrease substantiallyRisk Profile Question 3 of 6 personal this how Which of the five sample portfolios best represents your goals for this investment account and the most acceptable range of outcomes over a 1 year period? The figures presented are hypothetical and do not represent actual returns of an investment portfolio. No guarantee is made regarding future performance. *Portfolio A: Average Return 4% Best Return 18% Worst Return -8%Portfolio B: Average Return 5% Best Return 28% Worst Return -21%Portfolio C: Average Return 7% Best Return 39% Worst Return -30%Portfolio D: Average Return 8% Best Return 53% Worst Return -39%Portfolio E: Average Return 10% Best Return 67% Worst Return -47%Risk Profile Question 4 of 6If your investments were to decline in value significantly over a three month period, how might you react? *I would consider this decline as an opportunity to add to my investmentsBecause I invest for long-term growth, I can accept temporary fluctuationsAlthough I invest for long-term growth, a short-term decline would concern meI would be very concerned because I can’t accept my account losing valueRisk Profile Question 5 of 6In recent years, how have your personal investments changed? *My investments have shifted towards lower risk, lower return profileNo meaningful change in the risk profile of my investmentsI have shifted my investments towards a higher risk, higher return profileRisk Profile Question 6 of 6Submit
