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Risk Profiling

Finding a suitable investment strategy

Your investing strategy should reflect your personal tolerance for taking risk. This Risk Profile Quiz will help determine this level of risk that you are comfortable with, then match it to an investment strategy that’s appropriate for you.
The quiz measures two key factors:

Your Time Horizon

When will you begin withdrawing money from your account and at what rate? If it’s 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.

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’s important to select investments that fit within your level of tolerance for this risk.

 

Take our Risk Profile Quiz

Submit

 

Sources: Schwab/TD Ameritrade Institutional Investor Profile Questionnaire

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SCM Investment Services

8530 Eagle Point Blvd
Suite 100
Lake Elmo, MN 55042

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