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Risk Tolerance Questionnaire Form

Risk Tolerance Questionnaire Form

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Instructions and help about Risk Tolerance Questionnaire

[Music] hi my name is tim raftas i'm a lead advisor with insight well strategies in san ramon california and today i'm going to talk to you a little bit about risk tolerance questionnaire what is it and why do we use it so riston's questionnaire is a survey that we have new clients as well as existing clients fill out we typically send it to them online it's 10 to 15 questions takes about 5 to 10 minutes to complete once it's completed it gets submitted and comes back to us online we review the results it establishes a score that kind of ranks uh how aggressive your risk profile is and then we review that with our client and uh with new clients we establish what the asset allocation should be for their portfolio whether they are you have a more aggressive risk profile and therefore would be more heavily weighted towards stocks and bonds or they may be more conservative and we would have less allocation to stocks more to bonds so some of the the q

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