Investment Objectives and Risk Tolerance

Name *

First Name

Last Name

1. How would you describe your experience managing your (or your household’s) finances? *

Extensive – I have a lot of experience.

Above Average – I have more experience than most.

Average – I have about as much experience as others.

Less than Average – I have less experience than most people.

New – I have very little experience with managing finances.

2. What is your primary goal when you think about investing? *

Growing my investment

Beating inflation

Generating income from my investments

Protecting against any loss in my investments

3. How interested are you in understanding what type of investment you hold? *

Very Interested.

Somewhat interested.

Not interested.

4a. Market Volatility: If the market declines 10% I typically: *

Sell investments.

Do nothing.

Buy investments.

4a. Market Volatility: If the market gains 10% I typically: *

Sell investments.

Do nothing.

Buy investments.