Another tool for you…

Let’s get past the cookie-cutter risk questionnaires…

While many risk tolerance questionnaires focus on age and time, they often neglect an investor’s true behavioral tendencies. The iQUANT Risk Assessment Calculator is designed to help you measure an investor’s tolerance for risk and volatility by asking behavior questions pertaining to loss and gain.

Completing the following questionnaire in its entirety will allow you to better evaluate your client’s risk profile. A total score will be displayed at the end. Compare this score to the following legend to determine the risk level of the investor. Once completed, you can properly utilize the iQ Portfolio Optimizer or determine an appropriate pre-built portfolio.

Scoring Legend: 1-25 = Conservative | 26 - 50 = Moderately Conservative | 51 - 75 = Moderate | 76-100 = Moderately Aggressive | 101 = 125 = Aggressive