Getting to know your risk profile

Understanding how much risk you’re comfortable with is an important step in shaping your portfolio investment strategy. This information helps you and your advisor make smart choices about how you should be investing your money.

Keep in mind that your risk profile can shift over time as your financial situation or goals change. If your situation, time frame, or feelings about risk change, you can adjust your investment portfolio anytime — just let us know.

Find out your own risk category now by answering the following questions: