Name *
Phone Number
Phone Number
What is your Investment Time Horizon:
When do you think you will need to start taking money from this account?
How Committed are you to your Time Horizon:
Can you keep working?
What is your Current Portfolio Mix:
check each box that applies to you
What type of Investor do you consider yourself:
do you like risk?
If your portfolio dropped by 20% tomorrow you would:
My money is primarily for:
What are your plans for your money? Check each box that applies to you
How do you pick your Investments:
check each that apply.
What is the current Value of your portfolio? *
Please pick the estimate the most closely represents your current value
When it comes to Investing my experience is:
Please pick one:
Do you Currently have a Trust and Will established:
Do Tax Implications factor into your investment decisions:
Do you think about taxes when you make investment decisions?
As you use the questionnaire, keep the following limitations in mind: The suggested asset allocations within the questionnaire depend on subjective factors such as your risk tolerance and financial situation. For this reason, you should view them only as broad guidelines for how you might consider investing your savings. It’s important to review historical returns of short-term investments, bonds, and stocks carefully over various holding periods to see if you can accept the level of risk in a given investment mix. The asset allocations are limited to three broad classes of investments: short-term reserves (such as money market accounts and certificates of deposit), bonds, and stocks. They don’t include other assets, such as real estate, personal property, or precious metals. The investment returns represented in the questionnaire are based on historical index returns from 1926 through the last calendar year, and are not intended to indicate future performance. Any modifications to your current mix of investments should be made gradually to lessen the impact of significant market changes and potential tax effects. The Investor Questionnaire is intended to provide guidelines to help you design a savings and investment program. It doesn’t provide comprehensive investment advice, such as advice on buying a specific stock or bond, and shouldn’t be considered the sole or primary basis on which you make investment decisions. You may wish to consult a professional investment advisor, accountant, attorney, or broker before making an investment. Your financial projections greatly depend on your assumptions, especially for inflation rate, investment expenses, taxes, and investment return. It’s difficult to forecast such rates and returns accurately, especially over long periods. Therefore, it’s critical that you update your projections periodically to accommodate any changes in your assumptions. The longer your time horizon, the more likely any change in your assumptions will have a significant impact on your results. Even small changes can lead to substantial variations in results over time. A 1% change in your investment return can have a significant impact on your ability to meet your retirement goals over the long term. Financial projections aren’t mistake-proof and can’t ensure specific future results. Changes in tax or benefit laws, investment markets, or your own financial situation can cause actual results to deviate substantially from your projection. To address this uncertainty, you should create several scenarios, with various sets of assumptions, to evaluate a wide range of possible outcomes.