Tell Us About Yourself
Answer a few questions and we’ll suggest an investment strategy for you.
I am
years old and
My annual household income is
$
I have liquid assets that are worth
$
I want to invest for the
SHORT
I am investing for less than 5 years
MEDIUM
I am investing for 5 to 10 years
LONG
I am investing for greater than 10 years
term.
My risk tolerance is
LOW
I would not like my portfolio to drop by more than 15% in a given year and would be willing to give up extra return to reduce fluctuations in the value of my investments
MEDIUM
I am willing to give up some extra return for safety and understand the value of my investments can fluctuate significantly and can drop by over 15% in a given year
HIGH
I want the highest rate of returns possible, and understand the value of my investments can fluctuate significantly and can drop by over 30% in a given year