When it comes to investing, it’s important to think about your objectives and tolerance for risk. Complete this questionnaire to help you assess what kind of investor you might be: conservative, aggressive, or somewhere in between. You’ll see sample asset allocation portfolios based on your results. Since your financial goals and objectives may change over time, complete the questionnaire often to see how changes may illustrate a new asset allocation strategy. This questionnaire is for illustrative purposes only and does not serve as investment advice.

How would you characterize the progress you’ve made accumulating sufficient assets for retirement.

If you had the choice of portfolios below, which would you be most comfortable investing in?

Which statement best describes your attitude about investing for your account?

When the stock market declines sharply over a 30 day period, I:

My outlook on the US Economy and the Stock Market is:

I plan to begin withdrawing from my account in:

Please enter the text visible in the image below.