HiddenName(Required) First Last HiddenEmail(Required) Do you feel that the risk profile and score described above aligns with your willingness and ability to take on financial risk?(Required) Yes No Which of the following profiles do you feel better align with your tolerance for financial risk?(Required) Let’s Take It Easy: The conservative income investor values protecting principal over seeking appreciation and prefers to accept lower returns for a higher degree of liquidity. A majority of the portfolio may be allocated in income-generating investments. A smaller percentage of the portfolio should be allocated to equity investments to obtain some capital appreciation while limiting the risk of principal loss. Like Riding a Bike: The moderate conservative investor values protecting principal, but is willing to take on some risk for capital appreciation. This investor is seeking both income and growth of principal in the portfolio, but who feels more comfortable with higher percentage in income-generating investments. The Best of Both Worlds: The moderate investor values both reducing risks and enhancing returns and may have a majority of investments in equities. A portion of the investments could be in income investments to balance the volatility of stock market fluctuations. This investor is willing to accept modest risks to seek higher long-term returns. Like a Palm Tree in a Hurricane: The moderately aggressive investor values long-term capital appreciation and is willing to accept significant risk. This investor is comfortable with fluctuations in the equity markets and is willing to assume the possibility of loss of principal in exchange for a potential of higher capital appreciation. No Pain, No Gain: The aggressive investor values maximizing returns and is willing to accept substantial risk. This investor is comfortable with a portfolio that may have a majority of their investments in more volatile equity investments and willing to assume the risk of principal loss in exchange for the opportunity to achieve a higher rate of return. Δ
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