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  • Risk Tolerance Assessment

  • In order to assess your Risk Tolerance, or the trade off you are willing to make between risk & reward with your investments, we will need to ask some questions regarding your current investment goals, concerns and preferences:
     
  •  SCORE
  • 34-40 = Long-term Growth Oriented: Moderate to "Aggressive" in seeking growth in your portfolio (MA)
     
  • 24-33 = Moderate Growth Oriented: Seeking balance of stocks/bonds & Moderate Risk in portfolio (M)
  • 8-23 = Conservative Growth Oriented: Secondary to preservation of capital in Conservative, Non-growth-oriented portfolio (C)
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  • Should be Empty: