Step 1 of 3 33% Altrius' model portfolios provide a simplified approach to creating an asset allocation plan. This questionnaire will help you decide whether one of these portfolios is right for you.Name(Required) First Last Email(Required) Your Time Horizon 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. I plan to begin withdrawing money from my investments in:(Required) Less than 3 years 3-5 years 6-10 years 11 or more years Once I begin withdrawing funds from my investments I plan to spend all of the funds in:(Required) Less than 2 years 3-5 years 6-10 years 11 or more years Your Risk ToleranceHow 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.I would describe my knowledge of investments as:(Required) None Limited Good Extensive When I invest my money, I am:(Required) Most concerned about my investment losing value Equally concerned about my investments losing or gaining value Most concerned about my investment gaining value Select the investments you currently own or have owned in the past with the highest level of risk(Required) Money market funds or cash investments Bonds and / or bond funds Stocks and / or funds International securities and / or international funds Consider this scenario: Imagine that in the past three months, the overall stock market lost 25% of its value. An individual stock investment you own also lost 25% of its value. What would you do?(Required) Sell all of my shares Sell some of my shares Do nothing Buy more shares Review the chart to the right. We have outlined the best and worst case annual returns of five hypothetical investment plans. Which range of possible outcomes is the most acceptable to you?(Required) Plan A Plan B Plan C Plan D Plan E This field is hidden when viewing the formYour Time Horizon ScoreThis field is hidden when viewing the formYour Risk Tolerance Score*By clicking submit you agree to allow Altrius Capital Management to utilize and retain your information in the offering of investment services. The use of this information does not constitute the offer or sale of a product or service. Δ
