The Risk Tolerance Questionnaire is designed to help give us insight into your investor profile and your tolerance for assuming risk. Gauging your level of comfort with risk can be complex. For example, if you are a conservative investor, you may still want to have part of your overall investments invested aggressively to try to achieve inflation-beating returns or to balance a generally conservative portfolio. Or you may already have different investment objectives for different portions of your overall portfolio.
Completing this questionnaire will help you and us best match your expressed investment objectives, time horizon and risk tolerance. This questionnaire is an important part of the tools necessary to assess what type of investment program is appropriate for your unique situation. Of course, the answers to the Risk Tolerance Questionnaire will vary over time, and the information below represents only a single "point in time" snapshot of your financial profile.
