Confidential · About 5 minutes

Investor questionnaire

Ten short questions about your goals, your timeline, and how you feel about market ups and downs. Your answers point to one of six investor profiles and the portfolio mix that suits you.

Your privacy: There’s no database behind this questionnaire. It asks only for your name and a series of questions about your appetite for risk. Your answers go to me, your advisor, and live in a private link that reopens your completed questionnaire. Only you, me, anyone you share that link with, and anyone looking over your shoulder can see them.