Aero Door 2024 - Web Book - Flipbook - Page 26
2.
1.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
1
3
5
7
9
Points:
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Staying ahead of inflation is
more important to me than
losing money in any one year.
1
3
5
7
9
Points:
To obtain above-average returns
on my investments, I am willing
to accept above- average risk of
investment loss.
4.
3.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
1
3
5
7
9
Points:
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
I do not plan on withdrawing my
retirement money for major
expenses before I retire.
1
3
5
7
9
Points:
If an investment loses money
over the course of a year, I can
easily resist the temptation to
sell it.
6.
5.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Less than 5 years
5 – 10 years
10 – 15 years
15 – 20 years
More than 20 years
Conservative
Moderately Conservative
Moderate
Moderately Aggressive
Aggressive
Employee Name _____________________
11 or below
12 – 22
23 – 33
34 – 44
45 and above
Your investor profile as defined from your
total point score is as follows:
Total Points = _________
Add up your score from the questions.
1
3
5
7
9
Points:
When do you expect to retire?
1
3
5
7
9
Points:
I consider myself knowledgeable
about economic issues and
personal investing.
Making investment decisions is never easy, whether you are an experienced investor or someone just starting out. Your investment
strategy requires that you make decisions about how your assets will be invested. A significant amount of your retirement income and
security may depend on the savings you accumulate outside your retirement plan. The following questionnaire is provided to assist you
in determining your “investment profile”. You may use it as a tool for deciding how much return you desire and how much risk you are
willing to take to achieve the return and growth of savings.
Determine Your Investment Profile
Time Horizon, Investment Objectives and Risk Tolerance
