RISK TOLERANCE QUESTIONNAIRE



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Years Until Retirement

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1. What is your overall knowledge of investments?





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2. Which of the following best describes your attitude about long-term investing in bonds compared to stocks?




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3. You have $100,000 to invest. The following choices show a range of possible results of three different types of investments at the end of one year. Which one would you choose?




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4.My current and future income sources (for example salary, Social Security, pensions) are...





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5. When you hear "risk" related to your finances, what is the first thought that comes to mind?





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6. When faced with a major financial decision, are you more concerned about the possible losses or the possible gains?





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7. If you were ever to experience a 20% decline or more in the value of your investments in one year, what would you do?






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8. What best describes your liquidity needs?




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9. Which best describes your role in the monitoring and decision-making required to manage your investments?




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10. How would you describe your approach to making important financial decisions?





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(Optional) Please tally up your score and insert your total here.

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RTQ Points      Risk Profile      Possible Allocation
10-16 points   Defensive         [10-40% Equity, 40-70% Fixed Income, 20-30% Alternatives]
17-23 points   Conservative    [25-50% Equity, 30-50% Fixed Income, 20-30% Alternatives]
24-37 points   Balanced          [50-60% Equity, 20-30% Fixed Income, 15-30% Alternatives]
38-44 points   Growth             [60-70% Equity, 10-20% Fixed Income, 15-30% Alternatives]
45-50 points   Aggressive     [75-90% Equity, 0-10% Fixed Income, 10-30% Alternatives]