Investment Questionnaire

The Investment Questionnaire is designed to help you create a balanced portfolio of investments. Your investment characteristics, and several other factors are used to calculate your investment profile. Your profile, and its associated asset allocation, are an excellent place to begin creating well balance investment portfolio.

The Investor Profile Questionnaire is designed to assist you in identifying the type of investor you are and is not intended to take the place of professional advice. The suggested asset allocations contained herein depend on subjective factors such as your risk tolerance and financial situation. For this reason, you should view them only as general guidelines as to how you might consider investing your retirement savings. On a regular basis, consider discussing your financial future with a qualified professional advisor. The investment returns represented in the questionnaire are based on historic returns and are not intended to indicate future performance. It is important to review historic returns of short-term investments, bonds, and stocks carefully over various holding periods to see if you can accept the level of risk in a given investment mix.

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.
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