Risk Tolerance Form

Understanding your risk tolerance is critical to developing an asset allocation that will address your needs and allow you to sleep at night. The following questions are designed to help us evaluate your risk tolerance.

 

During the recent market decline which of the following statements best describe your actions.

 

How do you measure risk?

 

How would you react to a $10,000 decline in your portfolio?

 

How would you react to a $100,000 loss in your portfolio?

 

How would you react to a 10% gain in your portfolio?

 

How would you respond to a 40% gain in your portfolio?

 

How often would you like to meet with your advisor?

 

What was the best investment you have ever made and why?

 

What was the worst investment you have ever made and why?

 

How would you rate yourself in regards to risk?

 
If you like, we will send a copy of this report to your email address, please write it here: