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1. What is the main goal for your investments?

a) Preserve the assets I currently have

b) Safely generate income from my investments

c) Generate income, while also pursuing capital appreciation

d) Steadily grow my assets

e) Aggressively grow my assets

2. I expect to pull money from my investments in:

a) Less than 1 year

b) 1-4 years

c) 5-10 years

d) 11-20 years

e) Over 20 years

3. Select your current net worth (excluding primary residence):

a) Under 100K

b) 100K-500K

c) 500K-1M

d) 1M-3M

e) Over 3M

4. Please indicate your current annual household income:

a) Under 75,000

b) 75,001-125,000

c) 125,001-200,000

d) 200,001-350,000

e) 350,000+

5. Please select the most complex investment you have owned, or would be comfortable owning:

a) Money Market/CDs

b) Mutual Funds/ETFs

c) Individual Stocks or Bonds

d) Hard Assets (gold, art, etc)

e) Options, Futures, or Unlisted Securities

6. Which best describes your tolerance to risk?

a) I seek stable investments to preserve my principal

b) I pursue modest increases in my investments, with low risk of loss

c) I aim for investment growth, accepting moderate risk of loss

d) I seek above-average growth in my investments, accepting above-average risk of loss

e) I reach for maximum returns, accepting significant risk of loss

7. This chart shows the potential 1-year risk / return tradeoff of a $100,000 investment. Which would you choose?

2,000

0 a) A

9,000

5,000 b) B

20,000

13,000 c) C

31,000

21,000 d) D

37,000

26,000 e) E

8. Imagine that an investment you own lost 30% of its value in 3 days. What would you do?

a) I don't know

b) Sell all of my shares

c) Sell a portion of my shares

d) Do nothing

e) Buy more shares

9. You make an investment, planning to hold it for 5 years. It then loses 20% in its first year. How do you react?

a) I would sell my investment because of my concerns

b) I would consider selling part of my investment

c) I would wait to see how it continues to perform

d) I wouldn't sell my investment, but would be concerned

e) I would buy more of the investment because of the discount

10. The following charts show the potential performance of an investment over 10 years. Which would you choose?

S&P 500

Investment

a) A

b) B

c) C

d) D

e) E

Your survey answers indicate your risk tolerance category is Conservative. You can accept losing 0% in a market downturn to pursue long-term goals.

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