We understand that most people invest as a way to reach their important life goals. Most understand that different types of investments involve varying degrees of risk, and that higher levels of return generally come with higher levels of risk. They know investments can go up and down. Still, by focusing too much on return and not enough on risk, they may find themselves with investments that are going down more than they expected. This can create an investment experience that they simply can't endure.
Unless an investment plan is well matched to an investor's risk tolerance, it is likely to be abandoned while the investments are falling. An investment strategy can be a long term success for other people, and yet still spell failure to someone who abandoned it during a period of poor performance.
Because of this, it's important to seriously assess just how much how much risk you're prepared to take for the return you want - before making any investment decisions. The questions that follow are intended to help you identify a risk profile that's right for you. Please select the response that best describes your feelings and/or circumstances. Your answers will be used to create a personalized Investment Policy Statement using the portfolio solutions available through the Wealth Builders Capital Management Program.