Risk Tolerance Questionnaire

 

 

 

Risk Tolerance Questionnaire

Before anyone can become a successful investor they must match their objectives and risk tolerance level to the right investment strategy. Since markets and personal situations change over time it is a good idea to periodically re-access and restate your goals and objectives. Study each of the following three model portfolios. Decide which is most appropriate for your current situation. Make a mental note of it.  Next, enter your name and email address and complete the questionnaire. Finally, enter the “CAPT CHA Code” in the box and click the “Submit” button.

After reviewing your answers, GWM will send an email asking you to confirm your desired investment strategy.

Model Portfolios

Golden Years

Investor Profile

You worked hard all your life to get where you are today. You want your money to work for you now. You want to grow your money, but do not want to take undue risks. It is time to enjoy the fruits of your labor and enjoy life. You should not have to be worried about your investment portfolio. You may have to, or need to, draw from my portfolio periodically; it should be readily available at any time.


 

In Betweener

Investor Profile

You are expecting to retire in 5 to 10 years. Since you have put the kids through school and your house is paid off, you feel you need to concentrate on growing your nest egg. You want to position your portfolio for a little more growth.

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Please enter your name & email address. Then, select your response for each question. Finally, enter the CAPTCHA code and click the “Submit” button to complete to process.

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