Risk Personality Test

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* 1. Have you ever started or purchased a business?

Yes

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* 2. Which is stronger, your desire to preserve wealth or your tolerance to take on risk?

Wealth Preservation

Tolerance for Risk

Somewhere in between

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* 3. How often do you check your account balances?

Daily or Weekly

Monthly

Quarterly / Rarely / Never

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* 4. Do you have strong faith in your ability as an investor?

Yes

Depends on the situation

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* 5. If you had to pick one portfolio mixture of stocks/bonds, which would you prefer? (Stocks tend to be more risky than bonds)

80% or more stocks / 20% or less bonds

50% stocks / 50% bonds

20% or less stocks / 80% or more bonds

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* 6. Which of the following most closely matches your goals?

I don't mind sacrificing some comforts now so I have more in the future

I'll sacrifice a little now, but I like how I live

I want to maintain my current lifestyle no matter what

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* 7. In your life which do you prefer?

Taking direction from others

Taking initiative

Depends on the circumstances, sometimes I take direction, others the initiative

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* 8. When investing, which orientation describes you best?

I want to preserve my capital

I don't mind taking some risks if it means generating higher returns

I want to make as much money as possible and don't mind taking on risk

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* 9. How do you feel about debt?

I want to limit the amount of debt I have as much as possible

I don't mind some debt if I am confident I'll have the money to repay it in the future

I like to borrow money to help me make more money

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* 10. Around your closest friends, who is the greater risk taker?

I am

My friends

Depends on the friend

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* 11. Investor Name

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* 12. Investor Email Address (we will only contact you if you request more information)

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* 13. Would you like an SEM Advisor to contact you to discuss possible investment options?

Yes

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