Risk Profile Determine Your Investment Profile Making investment decisions is never easy, whether you are an experienced investor or someone just starting out. Your investment strategy requires that you make decisions about how your assets will be invested. A significant amount of your retirement income and security may depend on the savings you accumulate outside your retirement plan. The following questionnaire is provided to assist you in determining your “investment profile”. You may use it as a tool for deciding how much return you desire and how much risk you are willing to take to achieve the return and growth of savings.Name(Required) First Last Email(Required) Phone(Required)To obtain above-average returns on my investments, I am willing to accept above- average risk of investment loss.(Required) Strongly Disagree Disagree Neutral Agree Strongly Agree Staying ahead of inflation is more important to me than losing money in any one year.(Required) Strongly Disagree Disagree Neutral Agree Strongly Agree If an investment loses money over the course of a year, I can easily resist the temptation to sell it.(Required) Strongly Disagree Disagree Neutral Agree Strongly Agree I do not plan on withdrawing my money for major expenses before I retire.(Required) Strongly Disagree Disagree Neutral Agree Strongly Agree I consider myself knowledgeable about economic issues and personal investing.(Required) Strongly Disagree Disagree Neutral Agree Strongly Agree When do you expect to retire?(Required) Less than 5 years 5 – 10 years 10 – 15 years 15 – 20 years More than 20 years Total PointsYour investor profile as defined from your total point score is as follows: 11 or below Conservative 12 - 22 Moderately Conservative 23 - 33 Moderate 34 - 44 Moderately Aggressive 45 and above Aggressive Signature(Required) Δ
