Name *

First Name

Last Name

Imagine you had an account worth $100,000 in the stock market. If the market came down and your account value decreased to $50,000, what would you do? *

I would do nothing and hold my investments in hopes for the market to increase again.

I would sell my investments so that I do not lose any more money.

I would change the investments within my account to try and take advantage of the market change.

How much investment risk do you want to take? *

Less risk = you will not make as much, but you also won't lose as much More risk = you might make more, but you might lose more

A little amount of risk

A medium amount of risk

A high amount of risk

Which type of investment strategy would you prefer?

Tracking/following the market. This means that your goal is to follow whatever the market does. If it goes up, you go up the same. If it goes down, you go down the same.

Try to beat the market. This means that your goal is to try and do better than the market. If it goes up, you want to go up more. If it goes down, you want to avoid going down as low. Sometimes you may do better than the market, but sometimes you may do worse than the market.

How much time and energy would you prefer to invest? *

I want to save as much money as possible by doing my own research and investing. This requires an average of 1 hour per week.

I am willing to pay a small amount of money to meet with a professional for help. This requires about 2 hours every three months.

I would prefer to invest as little time and energy as possible by hiring a professional manager to handle my accounts for me. This will require a check-in meeting once a year.