Investor Profile Questionnaire

At Key Investment Team, we believe that every investor has unique financial goals. Please complete this Investor Profile questionnaire to help determine your risk tolerance level. Key will use your responses to this questionnaire and contact you to help you identify an appropriate diversified investment strategy.

Required fields marked *

1. The investment I am now considering represents the following percentage of my total investment portfolio: *

80-100%
60-80%
40-60%
20-40%
20% or less

2. In how many years do you expect to start spending the money you're investing? *

1 year
2-5 years
6-10 years
11-20 years
21+ years

3. I do not foresee any major expenses that might cause me to make withdrawals from this investment before that time. *

4. When I start making withdrawals from this investment, they will be used to fund my living expenses. *

5. When it comes to investing, protecting the money I have is my highest priority. *

6. I always choose investments with the highest possible return. *

7. I prefer an investment strategy designed to grow steadily and avoid sharp ups and downs. *

8. To meet my financial goals, my investments must grow at a high rate of return. *

9. I am unwilling to wait several years to recover from losses I incur in an extended down market. *

10. I prefer investments that are low risk, even if returns are lower than the rate of inflation. *

First Name: *

Last Name: *

Email Address: *

Phone: *

You will be added to Key Investment Team's electronic mailing list, from which you can "Opt Out" at any time. For more information, please view our Privacy Policy.

About
Private Accounts
Retirement Accounts
Contact Us
Blog