As we begin to build your customized portfolio, we ask that you take the time to complete this questionnaire so that we may develop a better understanding of your needs, risk tolerance, and investment return expectations. Please answer the following questions thoughtfully and select the best answer that fits with your current situation and perceived future goals.
Along with your personal input and the knowledge we gain from personal consultations, we will use this questionnaire as our guide in developing an investment plan tailored to fit your comfort level while also working towards your future goals.
Feel free to contact your Portfolio Manager while completing this questionnaire if you need any guidance. We will be happy to walk you through it!
After careful consideration of each question, simply check the box next to the answer that best fits your current situation.
For many of the questions, there are points assigned next to each answer box. At the end of the questionnaire, please add up the selected points corresponding with your answers and compare your total with the investment objective ranges on page 10. These points will sum up your total risk score and point you to the investment objective that is most consistent with your responses.
Don’t hesitate to contact your Portfolio Manager if you have any questions.