Risk Profile - SMI Private Client

First Name

Preferred First Name

If different than first name

Middle Name

Last Name

Include suffix (e.g. "Smith Jr.")

Age

Marital Status

Email Address

Phone Number

Spouse

First Name

Preferred First Name

If different than first name

Middle Name

Last Name

Include suffix (e.g. "Smith Jr.")

Age

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Using a scale of 1-10, your risk assessment produced the following results:

RISK CAPACITY RANGE:

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.

RISK TOLERANCE NUMBER:

This number measures your willingness to accept portfolio return volatility, based on the 12-month expected return range you selected.