Risk Numbers & The 1-99 Scale
Our Risk Questionnaire is a data-based tool that may facilitate a deeper understanding of what your investments are and how much risk you are willing to be exposed to. The results from your questionnaire will assign you a Risk Number between 1 and 99; the scale equates 1 with the lowest risk tolerance (typically conservative strategy) and 99 with the highest (aggressive growth strategy).
Risk Number: 44
Risk Tolerance: Moderate
Age: 40s to early 60s
Objective: Total Return or Growth
Risk Number: 81
Risk Tolerance: Significant
Age: 20s to Mid-30s
Objective: Aggressive Growth
Risk Number: 63
Risk Tolerance: Moderate Aggressive to Aggressive
Age: Mid-30s to Early 50s
Objective: Growth
Risk Number: 27
Risk Tolerance: Conservative
Age: 60s+
Objective: Capital Preservation or Income
