Investment Recommender

Complete this short questionnaire, and we will help you determine the best asset classes for your investment needs based on your risk tolerance and time horizon.

Your investing strategy should reflect the kind of investor you are—your personal investor profile.

This quiz will help you determine your profile and then match it to an investment strategy that is designed for investors like you.

The quiz measures two key factors:

01

Your Time Horizon

When will you begin withdrawing money from your account and at what rate? If it is many years away, there may be more time to weather the market’s inevitable ups and downs and you may be comfortable with a portfolio that has a greater potential for appreciation and a higher level of risk.

02

YOUR RISK TOLERANCE

How do you feel about risk? Some investments fluctuate more dramatically in value than others but may have the potential for higher returns. It is important to select investments that fit within your level of tolerance for this risk.

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Licensed as an Investment Advisor and Pensions Manager by the Securities and Exchange Commission and National Pensions Regulatory Authority.