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Investment Risk Tolerance
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I believe that I can endure significant ups and downs in the market, because I am looking for as much long-term growth for my investments as possible.
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I believe that I must protect the money that I already have. I believe I will have enough money to attain my financial goals.
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I will have to accept some risk in the investment of my assets, because I am concerned that I will not have enough money to attain my financial goals.
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I am unwilling to accept risk in the long-term growth of my investments and want to protect my principal.
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I am willing to accept some risk in the investment of my assets, because I believe I am saving enough money to attain my financial goals.
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I have not saved enough money to achieve my investment goal, so therefore I must protect what I have by not taking any risk.
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Investment Objective
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Earning the highest possible return is most important to me, even if it requires taking some risk.
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I am looking for steady growth with moderate risk, even though I may not have the highest possible return on my investment.
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I feel comfortable with the stress that comes with short-term losses, because I feel confident in long-term gains.
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My sole investment goal is protection of my principal investment.
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I have little confidence in the stock market and prefer the safety of traditional money market accounts.
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I would accept the risk involved in leaving my job to start my own business, given the right opportunity.
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I am not planning on spending any of my principal investment prior to the end of my planning horizon.
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I have assets such as pensions, savings accounts and inheritances that combine to make up a significant portion of my net worth.
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I have assets other than these investments, that I expect to increase over the next 15 years.
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I have an emergency fund that I believe will cover most emergency costs.
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Investment Professionals 