• Skip to main content
  • Skip to footer

SCM Investment Services

Main Street Values, Wall Street Expertise

  • What We Do
  • How We Work
  • About Dejan
  • Resources
    • Blog
  • Get In Touch

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

Footer


sabela logo


Dejan Ilijevski, MS, MBA
Munster, IN | Naples, FL
(219) 225-1924

By Appointment Only


How We Help

What We Do
How We Work
Six Smart Steps
About

Knowledge Center

Articles
Videos
Quotes
FAQ

Connect



Newsletter

Copyright © 2023 SCM Investment Services
Appendix / Disclaimer / ADV Part 2A / Privacy Policy / Website Privacy Policy