Risk Profile Survey

How experienced are you with investing?

None

Some

Advanced

What’s your risk tolerance?

Low

Medium

High

How long do you plan to invest?

0–2 years

3–5 years

5+ years

How easily will you need access to your funds?

Very easily

Occasionally

Not for a long time

How would you respond if your portfolio dropped 20%?

Panic and sell

Stay invested

Buy more

What is your primary investment goal?

Capital Preservation

Growth

Income

Aggressive Wealth Creation

How stable is your current income?

Very Stable

Somewhat Stable

Unstable