Investor Profile Questionnaire

General Information
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  13. (valid email required)
  15. What is the approximate initial contribution to your account?
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  18. What are the intended uses of your investment? Please include the usage of the money, the dollar amount, and the estimated year it will be needed.
  22. Do you anticipate making additional contributions to your portfolio beyond the initial investment at any time in the future?
  25. If yes, please check the type of contribution and describe below.
  30. What else should we know about your future plans or expectations that would be helpful to us in determining your future financial needs?
Financial Profile
  1. What are your current financial assets (dollar amounts)
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  8. List any additional assets and amounts
  12. What is your current annual income?
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  14. What is your desired annual retirement income?
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  16. List any additional sources of annual retirement income (dollar amounts):
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  21. At what age do you intend to retire?
  22. (required)
Investment Objectives
  1. What is your primary financial goal?



  4. Which of the following best describes your investment objectives?



  7. Five years from now, what do you expect your standard of living to be?


  10. Ten years from now, what do you expect your portfolio value to be?


  13. What is your current income requirement (interest plus dividends) from this portfolio?


  16. What do you want to do with the income generated by your portfolio?


  19. How do you consider yourself as an investor?



Risk Tolerance
  1. You just received a substantial sum of money. How would you invest it?



  4. Which of the following statements best describes your reaction if the value of your portfolio suddenly declined 15%?



  7. Which of the following investments would you feel most comfortable owning?



  10. How optimistic are you about the long-term prospects for the economy?



  13. Which of the following best describes your attitude about investments outside the US?



 

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