Questionnaire Scoring

Learn more about how this questionnaire is scored and an investor profile is determined

This questionnaire uses an approach where your investor profile is determined by the answer or score that is in the column furthest to the left in the table.

Example One: Jim’s investor profile is determined by his answer or score that is in the column furthest to the left in the table. In this example, Jim expressed a willingness to accept risk, but has very limited risk capacity (ability to withstand losses). Jim’s Risk Capacity is what leads to a Conservative profile.

Example Two: In this example, Sally has significant financial resources but is unwilling to take any risk with her investments. Sally’s risk tolerance score is what leads to a Very Conservative profile.