Sphynx Risk tolerance Questionnaire - PDF Templates

Risk Tolerance Questionnaire

Monday, December 6, 2021

Name

Benson Dispencer

caronni@example.com

Have you ever worked with a financial advisor before?

Option 3

Have you ever invested before?

Option 3

How often do you check your investment portfolio progress?

Option 3

How often do you open your account statements?

Option 3

How many years until you'd like to achieve financial independence / retirement?

Option 3

How long could your portfolio lose money before you would get concerned and look for a new investment?

Option 3

How much could your portfolio lose before you would begin selling some or all of your investments?

Option 3

Suppose you are looking for a new job and have two choices. Would you prefer a job with a reputable, established company and a small pay raise, or would you prefer a job with a startup company with a large pay increase?

Option 3

I feel most comfortable with investment options that earn consistent but lower returns year-to-year. I prefer to take as little risk as possible.

Option 3

I believe it’s worth losing money now and then, if I expect my portfolio value to increase in the long run.

Option 3

I will buy things I want even though I know saving the money for a future goal is a better decision.

Option 3

Risk Score

1721

Risk Tolerance

1721

Investment Policy Statement

Monday, December 6, 2021

Purpose

This investment policy statement (IPS) is not a contractual agreement. It is only meant to be a summary of the agreed upon investment management techniques. The purpose is to establish a clear understanding between you and our firm of the investment goals, expectations and strategy related to the assets outlined below.

Do you currently have accounts with our firm?

Option 3

Please enter the following for each account you have with our firm:

*Last 4 of Account #	*Type of Account	*Current Balance	*Primary Objective	*Funds Needed In	Special Instructions
Etiam at	Brokerage	Etiam at	Growth	5-10 years	Donec commodo ex id ex posuere tempus.
Quisque commodo	Brokerage	Urna lorem	Both	10-15 years	Proin fermentum ante quis sapien ultrices, id dapibus diam finibus.
Elit vel	Brokerage	Mauris bibendum	Income	10-15 years	In lobortis ante sed odio sollicitudin, eget accumsan orci imperdiet.
Pellentesque in magna	Retirement	Elit vel	Both	5-10 years	Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Pellentesque in magna	Brokerage	Arcu mollis	Growth	More than 20 years	Nam convallis justo ultricies, pulvinar nisi in, iaculis tellus.

Do you plan to open new accounts with our firm?

Option 3

Please enter the following for each account you plan to open with our firm:

*Type of Account	*Current Balance	*Primary Objective	*Funds Needed In	Special Instructions
Retirement	Consectetur adipiscing	Both	5-10 years	Mauris et nisl vel magna bibendum dictum at id tortor.
Retirement	Pellentesque in magna	Both	5-10 years	Morbi tempor eros a dolor gravida, nec posuere purus fermentum.

*Type of Account	*Current Balance	*Primary Objective	*Funds Needed In	Special Instructions
Brokerage	Arcu mollis	Growth	Less than 5 years	Mauris et nisl vel magna bibendum dictum at id tortor.
Trust	Elit vel	Growth	10-15 years	Cras vitae lacus id ante interdum semper sit amet ut lorem.
Trust	Consectetur adipiscing	Growth	5-10 years	Mauris posuere eros in bibendum suscipit.

Goals & Objectives

We can best help you achieve these goals though an asset allocation that maximizes your return while taking into consideration your appetite for risk.

What are your top three investment goals?

Option 3

Your risk tolerance score is 1721 out of 100, which is 1721.

Strategic Investment Plan

We utilize low-cost, passive investment solutions, focusing on quality securities that are diversified among asset classes and within broad industry categories for each asset class to minimize risk. The images shown below reflect sample portfolio allocations based on your risk tolerance. Your specific allocations will reflect your risk tolerance, goals, and time horizon; therefore your actual portfolio allocation may not exactly match the images below.

1721

Review & Revision

This policy will be reviewed periodically to ensure its continued appropriateness. The above-referenced guidelines may be amended or revoked at any time on written notice of the depositor. We use automatic and manual rebalancing methods to keep your portfolio allocations within the appropriate ranges. As your risk tolerance, goals and/or time horizon change, we will update your asset allocations accordingly.

Signature

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