prelaoder

RISK TOLERANCE QUESTIONNAIRE

1. How many years before you retire?

2. How important is your retirement goal?

3. If the stock market crashes and your portfolio, as well as its benchmark index, loses 20% over a week. What will you most likely do?

4. How would you describe your level of investing experience?

5. You inherit money that increases your after-tax net worth by 25%. How would you invest the money?

6. The four scenarios below describe hypothetical investment returns for your portfolio. Which do you feel most comfortable with?

1 2 3 4
Average Annual Gain: 3% 5% 6% 8%
During its best year, the investment returns: 20% 27% 36% 48%
During its worst year, the investment returns: -14% -18% -24% -32%

Investment Advisory Services offered through Gwynedd Wealth Partners, LLC. Registered Investment Advisor,
Tel: 610-940-1707, Email:info@gwyneddwealthpartners.com. Investments are not FDIC insured, are not guaranteed and may result in loss of principal. Past performance is no guarantee of future returns.

RISK TOLERANCE QUESTIONNAIRE
GRADING SHEET

  • A=1
  • B=2
  • C=3
  • D=4
  • A=2
  • B=2
  • C=4
  • D=1
  • A=1
  • B=2
  • C=3
  • D=4
  • A=1
  • D=2
  • C=3
  • D=4
  • A=0
  • B=1
  • C=2
  • D=3
  • E=4
  • A=1
  • B=2
  • C=3
  • D=4
  • 4-8 Conservative
  • 9-12 Moderately Conservative
  • 13-16 Moderate
  • 17-20 Moderately Aggressive
  • 21-24 Aggressive
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