This questionnaire is used to gather information regarding your views toward investing
and your willingness to accept market risk. Answer the following questions as accurately
as possible keeping in mind one specific financial goal, such as retirement. The
questionnaire should not be used for determining an investment allocation for a short
term financial goal (two years or less).
The results from this questionnaire provide preliminary information regarding an
appropriate allocation mix (stocks, bonds, and short term reserves). The results
should not be used as specific guidance. Other factors such as income, net worth,
and financial objectives must be taken into consideration prior to determining and
implementing a specific asset allocation strategy. If you would like to discuss the
results of this questionnaire or information regarding a possible portfolio structure
please indicate your preference below.