The risk tolerance assessment empowers you to better understand your risk profile based on your unique investing time horizon and specific investment goals. The risk assessment strives to align advisor and client expectations upfront, as well as inform better decision making during the financial planning process.

To calculate risk tolerance, please select one answer from each of the following questions.

Assuming you are investing $100,000 and can choose from the five hypothetical portfolios shown in the table below. The dollar values for each portfolio represent two possible returns – low and high – after one year. Assuming there is an equal chance of achieving either result (low or high), indicate which portfolio represents the maximum risk/return trade-off you would be willing to accept.

Hypothetical Risk

YOUR RISK ASSESSMENT

To determine your specific risk assessment, add together the point values associated with each of your responses. A total score of 100 represents the highest tolerance for risk.