Risk Tolerance Questionnaire

When will you begin withdrawing your money from your account, and at what rate? If that date is many years away, you may be comfortable with a portfolio that carries a greater potential for appreciation and higher level of risk. There’s more time to weather the inevitable ups and downs of the market.

How do you feel about risk? Some investments fluctuate more dramatically in value than others but may have the potential for higher returns. It is important that you select investments that fit within your level of tolerance for this risk.