1. Instructions

    1. Instructions

  2. Investment Objectives

    1. Investment Objectives

    2. What is your investment attitude?

    3. In how many years will you begin making withdrawals from your investment?

    4. Once you begin to make your withdrawals, how many years will you be making withdrawals?

  3. Risk Tolerance

    1. Risk Tolerance

    2. Protecting my portfolio is more important to me than high returns.

    3. *Keeping the above answer option in mind which of the following statements make the most sense to you?

    4. Which of the following statements best describes your investment philosophy?

    5. What do you expect to be your next major expenditure?

    6. Over the next few years, you expect the annual income to:

    7. Assuming that you want to invest in stocks, which one would you choose?

    8. Select the investment you currently have from the options.

Investor Questionnaire


Investor Questionnaire

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Investment Objectives

Please answer the following questions as honestly as possible so that we can accurately evaluate your investment objectives.  

What is your investment attitude?

  • Very conservative

  • Somewhat Conservative

  • Moderate

  • Somewhat Aggressive

  • Very Aggressive

In how many years will you begin making withdrawals from your investment?

  • Less than a year

  • 1-2 years

  • 3-5 years

  • 6-9 years

  • 10-15 years

  • 15-25 years

  • More than 25 years

Once you begin to make your withdrawals, how many years will you be making withdrawals?

  • Lump-sum

  • 1-2 years

  • 2-5 years

  • 6-9 years

  • 10-15 years

  • 15-25 years

  • More than 25 years

Risk Tolerance

Please answer the following questions as honestly as possible so that we can accurately evaluate your risks as an investor.  

Protecting my portfolio is more important to me than high returns.

  • Strongly Agree

  • Agree

  • Neutral

  • Disagree

  • Strongly Disagree

*Keeping the above answer option in mind which of the following statements make the most sense to you?

  • I am willing to bare the consequences of a loss to maximize my returns

  • I am concerned about losses along with returns

  • To completely avoid losses is something I am more interested in

Which of the following statements best describes your investment philosophy?

  • I feel comfortable with stable investments

  • I am willing to withstand some fluctuations in my investment

  • I am seeking substantial investment returns

  • I am seeking potentially high investment returns

What do you expect to be your next major expenditure?

  • Buying a house

  • Paying college tuition

  • Capitalizing a new business venture

  • Providing for my retirement

Over the next few years, you expect the annual income to:

  • Stay the same

  • Grow substantially

  • Grow moderately

  • Decrease moderately

  • Decrease substantially

Assuming that you want to invest in stocks, which one would you choose?

  • Companies with significant technological advancement but selling their stocks at a low price

  • Established well-known companies that have a potentially high rate of growth

  • “Blue chip” stocks that pay the dividend

  • Other

Select the investment you currently have from the options.

  • Bonds and/or funds

  • Stocks and/or funds