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)


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.