Investor Profile Questionnaire
Many experts believe that long-term investment success is more a function of how assets are allocated among asset classes rather than the individual securities in which they are invested. This asset allocation tool will help you to identify a potential mix of cash, bonds, and stocks that corresponds to your personal demographics and your investment experience. These sample mixes are only examples and are not specific recommendations. If you want a more detailed view of an allocation that relates to your individual needs and preferences, your financial advisor has on-line access to sophisticated financial planning software and would be happy to provide you with a more highly individualized analysis.
Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.