Preservation of capital with minimal fluctuations in value. Some income and modest growth of capital. Growth of capital with exposure to some volatility. Aggressive growth of capital with no income needs.
3 to 5 years 5 to 10 years 10 years or more * The time horizon used in an investment strategy has significant bearing on the probability of achieving the stated objectives. The longer the period, the better the chance that market volatility will average out to desired investment returns.
Low - I can accept only small and infrequent losses in portfolio value. Moderate - I can accept negative returns during difficult times in the market. High - I can accept substantial losses during difficult stages of the market cycle.
None - I have no need for current income. Low - I have a small need for income from this investment. Moderate - I have some income needs. High - I have significant income needs.
Conservative Capital Preservation Moderate Growth Wealth Building Aggressive Growth
Fixed Income and Cash Equivalents Manager uses investment grade bonds and cash equivalents, such as money market funds. Balanced Manager diversifies investment risk by investing in a combination of stocks, bonds, and cash equivalents. Equities and Cash Equivalents Manager uses stocks predominately, but may also use cash equivalents to reduce portfolio volatility. Fully Invested in Equities Manager uses stocks exclusively, and remains fully invested under all market conditions. Let the Investment Manager Decide Manager determines portfolio makeup based on your investment objectives, time horizon, and willingness to accept risk.
Large Capitalization Medium Capitalization Small Capitalization Value Growth Aggressive Growth Technology Emerging Markets
please include type of currency
No Yes Amount When
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Investor Profile Form
