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There is no one-size-fits-all approach to investment risk.

Take our quiz to learn your risk tolerance level…and how we can help wherever you land!

When preparing for your retirement, your investment strategy will be determined by your risk tolerance for investing, time horizon, and investment goals. Determining these factors in advance makes it easier to stick to a disciplined investment process and see the gains in wealth over time.

We have prepared a quick investment risk tolerance quiz to help you determine your risk tolerance for investing and the most appropriate approach to investment for you. There are no wrong answers in this quiz and every score leads to a tried-and-tested investment strategy. Circle the score from each category that best applies to you and find your ideal investment model below!

1. Time Horizon for Investing
What is your investment timeline? When do you expect to begin making withdrawals?






2. Time Horizon for Withdrawing
Over what time span do you expect to withdraw your invested funds?





3. Tolerance for Fluctuations
Your risk tolerance for investing largely depends on your ability to sit out the ups and downs of fluctuating accounts, which can seem problematic in the short term but historically lead to larger long-term average returns than the more conservative investments. Keeping this in mind, what is your primary investment objective?




4. Response to Dips in the Market
Imagine that you own a well-diversified portfolio and still have 10 years until you expect to make a withdrawal. Due to unforeseen events, a volatile market environment results in a 20% decline in the immediate value of your portfolio. What do you do?




5. Comfort Level with Volatile Investments
How comfortable are you with investments that experience frequent large declines but may potentially result in higher returns?









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