Risk Tolerance Questionnaire
The Risk Tolerance Questionnaire is designed to help us assess your risk tolerance and investment objectives. These questions are assigned numerical weights to reflect each one’s comparative importance in overall risk determination. These weights are identified in parentheses next to each answer choice. Completing the questionnaire in its entirety will allow us to better evaluate your profile.
Risk Tolerance Assessment
The individual questions and answers to the Risk Assessment Questionnaire are combined with principles of prudent financial planning along with mathematical probability testing. For example, for the short-term risk attitude questions, we calculated the probabilities of investors losing money over different time frames, using our own asset-class return assumptions. The survey and scoring system were also finetuned based on an analysis of a sample of the thousands of possible scenarios the survey could generate. The seven questions you answer in this risk survey are designed to elicit your true risk profiles.
Scoring the Risk Assessment Questionnaire and Checking for Inconsistencies:
We then calculate four risk tolerance scores: a time horizon score, a long- term goals score, a short- term goals score, and an overall score, and map them to one of five recommended asset mixes: Very Conservative, Conservative, Moderate, Moderately Aggressive, or Aggressive.
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