Our risk questionnaire is designed to accurately assess your current financial situation and attitude towards risk. Your portfolio recommendation will be based solely on the information that you provide, so please take your time when completing the questionnaire and provide your best guess if you aren’t sure about an answer.

The questionnaire should be completed by the person in the household who typically makes the investment decisions. You will be asked questions about the goal of your investment portfolio, the current value of your investments, your household income, the amount of equity in your home, and your investing habits; please ensure that you have this information available prior to beginning. Most of the questions are multiple-choice; the questionnaire typically takes less than 20 minutes to complete.

Minimum Requirements

Before starting any investment program, we recommend that you pay off any credit card debt and ensure that you have at least three months of expenses in savings (preferably six months). Our calculators also require that you have at least $10,000 to invest. If you don’t meet these requirements now, please come back and visit us when you do.

Acceptance of Brochure and Consent to Electronic Delivery

Prior to beginning the questionnaire, please review our investor brochure.

By clicking I Accept, you acknowledge that you have received and read the information contained in the brochure and that you consent to its electronic delivery as provided in the link above. You also certify that you meet the minimum requirements described above.


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