Investor Profile Questionnaire
This questionnaire will help us estimate your investment objectives, risk tolerance, financial sophistication and investment time horizon in order to develop an investment portfolio that we believe fits your needs.
Based on the type of investor you are, you will have choices that represent a balanced return and risk trade-off so that we can attempt to design a portfolio for your individual situation.
If you have multiple investment objectives with different time horizons, we will consider establishing dedicated portfolios for those objectives. For short-term and emergency needs, we recommend that you establish a separate liquidity account, such as an insured money market account.