Instructions for Completion of Risk Profile Questionnaire
Please answer all of the following questions selecting only one response for each question
Determine your Time Horizon Score
Determine your Risk Tolerance Score
Select a Risk Profile in the Portfolio Customization Section
TIME HORIZON
When do you expect to begin withdrawing significant money from this portfolio?
Less than 1 year (0)
1 to 2 years (1)
3 to 4 years (3)
5 to 7 years (7)
8 to 10 years (9)
11 years or more (11) Score 9
