Risk Questionnaire Long
Risk Questionnaire
This Risk Questionnaire is designed to evaluate your ability and willingness to take investment risk and will give the portfolio managers information about your investment suitability.
There are two sets of questions, Section 1 not scored and are informational questions regarding your current investment accounts. Only the questions in Section 2 are individually scored resulting in an overall Risk Profile Score.
The Scoring System
Once all the individual questions have been answered and scored, a Risk Profile Score will be calculated by adding together all the individual scores. The higher a particular answers scores, the greater the level of risk you are willing to take in relation to the issues raised by the question. The scoring system ranges from the lowest possible score of “210” at the conservative end to a high of “1020” at the aggressive end.
