Client Risk Tolerance Questionnaire
Estimated time to complete 5-8 minutes.
Please complete all questions to the best of your ability and most importantly, honestly. There are no wrong answers! This questionnaire is designed to assist in the recommendation of an optimal portfolio based on your investment time horizon, risk tolerance, investment objectives and liquidity needs. Your responses provided in the questionnaire are instrumental in determining a recommended portfolio. (Please choose one response per question.)
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Be sure to click “SUBMIT” at the bottom when finished.