"Title" Questionnaire
Your age is an important factor in your ability to take on investment risk. Your age is:
What is your time horizon for this investment portfolio?
What is your risk tolerance? It is important to understand that the less short-term risk you are willing to take on, the lower your long-term returns are likely to be
What is your return objective?
Once withdrawals begin for this investment portfolio, how long should they last?

What is my Risk Tolerance Score?
 

Add the values together to calculate your risk tolerance score.

Point values can be found at the end of each of your answers.

A total score of 31 represents the highest tolerance for risk and a negative 4 represents the lowest.

1) <0-6.5 Conservative

2) 7-11.5 Moderate-Conservative

3) 12-17.5 Moderate

4) 18-22.5 Moderate-Aggressive

5) 23-31 Aggressive Total Score

Have a Question? Maybe We Can Help.

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Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Clifton Capital Partners and Cambridge are not affiliated. This communication is strictly intended for individuals residing in the states of CA, CO, FL, MD, NV, OK, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

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