Answer these nine multiple-choice questions to receive your full risk profile.

Before we find out what your risk profile is...

it’s important to understand the categories you could fall into. The truth is that most people are a combination of these risk profiles, and that is perfectly fine. There is no one “correct” level of risk tolerance. 

Cautious Investor


Avoids risk; fears loss of capital; invests in cash and government bonds

Prudent Investor


Manages risk; risk tolerant; moderately increases risk to achieve goals; in corporate bonds and mutual funds

Risk Taker Investor

Risk Taker

Embraces risk; utilizes high risk to achieve goals; predominantly invests in stocks, ETFs and options