Risk Tolerance Questionnaire



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




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2. 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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3. If you had to choose between more job security with a small pay increase and less job security with a big pay increase, which would you pick?






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





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





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6. 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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7. What best describes your liquidity needs?




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




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9.How much confidence do you have in your ability to make good financial decisions?






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10. What is your overall knowledge of investments?




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