Client Risk

    If you answered questions 11 or 12 with the first response, you should re-evaluate your need for growth, and carefully consider it in light of your desire for stability. Portfolios with no ups and downs generally have no growth component. If you are sure you cannot tolerate loss (even short term), stop here. Consider using guaranteed investments or short term options like money market funds.

    Investment portfolios aimed at providing higher returns tend to have greater swings in value (providing both gains and losses). The more aggressive your portfolios, the more pronounced these swings become, and the more often short term losses can occur.

    Portfolio Comparison

    Some investors are more willing than others to accept periodic declines in the value of the portfolio as a trade-off for potentially higher long-term returns. Which response best represents your feelings toward the following statement?

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