Different investors have different risk tolerances. Much of the difference stems from the time horizon. That is, someone with a short time horizon is less able to withstand losses. The remainder of the difference is attributable to the individual’s appetite for risk.

Volatility can be nerve-wracking for many people, and they are more comfortable when they can avoid it. However, there is a relationship between risk and return. Investors need to recognize this risk/return trade-off.

The following risk tolerance questionnaire is designed to measure an individual’s ability (time horizon) and willingness (risk aversion) to accept uncertainties in their investment’s performance.

Please answer the following questions to help your advisor establish your current risk profile. Once it’s completed, our advisor can use the outcome to recommend which of the available asset allocation models is most appropriate for you.