Risk Profile

Step

1 Risk Assessment
2 Portfolio Proposal
3 Personal Information
4 Account Information
5 Sign Documents



Please fill out the information below, and you will be emailed the results of your risk profile.  If you have any questions, you can contact us at (800) 796-4975 or [email protected].
 



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If different than first name




Spouse



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If different than first name


RISK CAPACITY





RISK TOLERANCE











Using a scale of 1-99, your risk assessment produced the following results:
Risk Scale
This range is based on your time horizon, investment knowledge, investment experience, and income needs.  For many clients, a suitable portfolio will have a model number within this range.
This number measures your willingness to accept portfolio return volatility, based on the 12-month expected return range you selected. 

For reference, a portfolio with 50% Dynamic Asset Allocation, 40% Stock Upgrading, 
and 10% Sector Rotation has a risk number of 70.