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Before proceeding, please, keep in mind that we have a minimum relationship size of $1m for those 50+,
$500k for 40 to 50 and $250k for those under 40.

RISK TOLERANCE PROFILE

Please, indicate how much do you agree with the following investment attitudes. This will help us select the portfolio structure best suited to your profile.

You wish the maximum possible return regardless of the risk, and you recognize your portfolio may incur larger losses which may never be recovered.

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You invest for higher returns and accept higher risk with the goal of enhancing retirement savings.

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You prefer an investment strategy designed to grow steadily, avoiding sharp ups and downs, even if it lowers long term returns.

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You prefer investments with moderate risk and more consistent returns — you do not wish to incur losses that will take many years to recover.

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Protecting your money is a higher priority than making it grow.

disagree agree 0
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You will assume only the amount of investment risk necessary to outpace the rate of inflation.

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If there was such a thing as a guaranteed investment, you would put all your money into it, even if returns were lower than the rate of inflation.

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You don’t think you will need to spend any of your principal before the end of your planning horizon.

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Your planning horizon for investments.

  • 1 YEAR
  • 2-5
    YEARS
  • 6-10
    YEARS
  • 11-20
    YEARS
  • 21+
    YEARS
0

Your investments represents the following percentage of your total savings and other investment assets such as real estate.

  • 80-100%
  • 60-80%
  • 40-60%
  • 20-40%
  • 20 OR LESS
0

Great, that was it! Thanks for following all the way through! Please, make sure you double check all your answers before proceeding. When you are ready, hit the Submit button below.

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