Risk Profile Questionnaire

This is a Risk Profile Questionnaire that aims to establish a proper investment risk tolerance for retail investors.

By nfusco

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Through a series of questions, a participant will be given a risk analysis ranking out of 100. Using that ranking, their financial advisor can determine what sleeve of risk and how much portfolio fluctuation the is suitable for the customer. The sleeve the customer falls into can vary between low, medium, high, and speculative. The closer the analysis score is to 'low' the more stable investments should be held in the customer's account; such as bonds. The closer the analysis score is to 'speculative' the more suitable a customer's account would be for riskier investments; such as penny stocks and other equities.

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Federal / National
Areas of law
Financial literacy