Risk Profile How would you describe your risk tolerance?* Conservative Mod. – Conservative Moderate Mod. – Aggressive Aggressive What is your investment time horizon?* Near (Under 2 years) Short (2-4 years) Intermediate (4-10 years) Long (Over 10 years) What rate of return would you expect in 1 year?* -5% to 5% -10% to 10% -20% to 20% -30% to 30% If the market were to drop 20%, what would be your reaction?* Sell my investments Proactively rebalance Take advantage of low prices Do nothing Share as much as you are comfortable with! First Name* Last Name* Phone* Email* Advisor* Select one option No Preference Adam Cross William Haynes Monique Holloway Patrick Kellogg John Clement Brad Braddock Dino Patelis Jason Koenig Your information will not be shared Submit Δ