Investor Profile Questionnaire

Use this questionnaire to help determine the mix of assets that best suits your needs. The questions address a number of factors, including your goals, your time frame and your feelings about risk.

After you answer 6 questions, the result will be a suggested model portfolio, ranging from the most conservative (50% bonds, 30% cash and 20% stocks) to the most aggressive (95% stocks and 5% cash), and three possibilities in-between. Keep in mind that the suggested percentages of stocks, bonds and cash are only guidelines, not absolute rules. They are intended to give you a good idea—but not an exact figure—of how to split up your portfolio.

Download the Investor Profile Questionnaire (PDF)

(1109-10800)

The information on this website is for educational purposes only. It is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.