Find the Portfolio That's Right for You

Learning your Risk Capacity is the first step to maximizing your expected returns for the risks you take.

Answer just a few basic questions and you will learn which portfolio captures the right mix of stocks and bonds that is best suited to you so you can effectively grow your money.

• Continue SurveyWe saved your previous progress. Click here to resume.

Start the Risk Capacity Survey now by telling us who you are:

• A. Individual Investor
• B. Retirement Plan Participant
• C. Institutions or Endowments

Choose a Survey

Each survey will result in a risk capacity score based on five specific risk dimensions of an investor: 1) time horizon and liquidity needs; 2) attitude toward risk; 3) net worth; 4) income and savings rate; and 5) investment knowledge.

• 5 QuestionsThis quick 5 question survey takes approximately 5 minutes.
• 25 QuestionsThis comprehensive 25 question survey takes approximately 15-20 minutes.

Choose a Survey

Each survey will result in a risk capacity score based on five specific risk dimensions of an investor: 1) time horizon and liquidity needs; 2) attitude toward risk; 3) net worth; 4) income and savings rate; and 5) investment knowledge.

• 401(k) 5 QuestionsThis 5 question survey takes approximately 5-10 minutes.
• 401(k) 19 QuestionsThis 19 question survey takes approximately 10-20 minutes.

Choose a Survey

These Risk Capacity Surveys are designed to provide your Endowment's Finance Committee an overview of the five dimensions of risk capacity. It should not solely be used to determine asset allocation, unless you discuss it with an IFA Wealth Advisor.

• 5 Question SurveyThis 5 question survey takes approximately 5-10 minutes.
• 16 Question SurveyThis 16 question survey takes approximately 10-20 minutes.

Preparing Your Survey

Your Risk Capacity Survey results are almost ready. To ensure that your report is accurate we may have an Advisor Representative check your answers. Please fill out the following information: