Your asset allocation—which is the mix of stocks, bonds, cash and alternatives in your investment portfolio—is the most important factor in determining your portfolio’s short and long-term risks and returns. That’s why we only recommend an investment strategy after we have determined the right asset allocation for you.
This questionnaire provides insights about your investment goals, experience, time frame, along with financial situation and how you view risk.
If you have any questions please do not hesitate to reach out to us. Know that you can retake this questionnaire at any point and we will have a discussion regarding your risk tolerance before making any recommendations.