Discover the style of investing that is right for you and your financial goals with this short questionnaire. Answer the questions on the following pages with one specific goal in mind, such as retirement. Then tally and check your score against the suggested asset allocation investment mixes on the back page.
This questionnaire is designed to assist you with planning for medium to long term investment goals. It should not be used for investing money that you will need within the next three years.
Fill out the questionnaire as many times as you like to determine your investment approach, with a different goal in mind each time.