Risk Tolerance Assessment

Clients scheduled to come in for an initial meeting are given a login and password to the Finametrica online risk tolerance assessment. This tool has been rigorously developed and tested by academics, and allows us to better gauge your personal comfort level with risk when making portfolio recommendations. There are 25 multiple-choice questions, which should take about 15 minutes to answer. The demographic survey at the end is optional, used by Finametrica for research purposes only; its completion or non-completion in no way affects your results. Couples are encouraged to take the survey separately to ensure accurate individual profiles. Upon request, the survey can also be completed in a hard copy format.

If you are interested in learning more about our investment management service, we encourage you to complete the questionnaire below.  Discuss it with anyone you deem appropriate.  All information you provide is kept confidential, and we will follow up with you only according to your noted preference.

If you have not worked with Clarity before, consider also completing and submitting the Introductory Questionnaire (PDF).

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  5. Taxable (Non-Retirement) Accounts :: How much are you thinking of investing?





  7. Taxable (Non-Retirement) Accounts :: How soon do you anticipate withdrawing some or all funds?





  9. Taxable (Non-Retirement) Accounts :: How do you anticipate adding to these accounts?




  12. Tax-Deferred (Retirement) Accounts :: How much are you thinking of investing?





  14. Tax-Deferred (Retirement) Accounts :: How soon do you anticipate withdrawing some or all of the funds?





  16. Tax-Deferred (Retirement) Accounts :: How do you anticipate adding to these accounts?




  20. What kind of cash reserve do you have on hand?




  22. In the past, how have you managed your investments?




  24. What type of investments have you made in the stock and bond markets?





  26. Please prioritize the following investment goals, with 1 being the most important, and 3 being the least:
  27. Safety of Principal: Not losing any of my investment, even temporarily.



  29. Cash Flow: Providing an income stream beginning now.



  31. Appreciation: Increasing in value over the long term.



  35. Preferred Contact Method


 

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