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Investment Risk Profile Questionnaire
First name
*
Last name
*
Email
*
Are you a current Firelands Wealth Management client?
Yes
No
Would you like to receive our newsletter?
Yes, please send me the Quarterly Newsletter
No, I do not wish to receive the Quarterly Newsletter
Would you like an advisor to reach out to you?
Yes, I would like to schedule a call with an advisor
No, I do not wish to be contacted by an advisor
Time Horizon & Use of Funds
When do you expect to begin withdrawing a meaningful portion of this portfolio?
*
A. Less than 3 years
B. 3–5 years
C. 6–10 years
D. 11–20 years
E. More than 20 years
How important is this portfolio to funding essential lifestyle expenses?
*
A. Must fund essential expenses
B.Mostly essential
C. Mix of essential and discretionary
D. Mostly discretionary
E. Fully discretionary / legacy-oriented
If markets are down, how much flexibility do you have with taking money from your investments?
*
A. I must take withdrawals as scheduled, regardless of market conditions
B. I could make very small adjustments, but mostly need withdrawals on schedule
C. I could reduce or delay withdrawals for a short period of time
D. I could delay withdrawals for an extended period if needed
E. I do not expect to need withdrawals and could delay indefinitely
Financial Capacity
What percentage of your total net worth does this portfolio represent?
*
A. Over 75%
B. 50–75%
C. 25–50%
D. 10–25%
E. Less than 10%
How stable are your income sources?
*
A. Unstable or uncertain
B. Somewhat unstable
C. Moderately stable
D. Very Stable
E. Fully predictable
How much cash or low-risk assets do you have outside this portfolio?
*
A. < 3 months
B. 3–6 months
C. 6-12 months
D. 1–3 years
E. > 3 years
Behavioral Risk Tolerance
If your portfolio declined 20% in a year, what would you most likely do?
*
A. Sell to prevent further losses
B. Reduce risk substantially
C. Stay invested, but concerned
D. Stay invested comfortably
E. Invest more
Which statement best reflects your feelings about volatility?
*
A. Very anxious
B. Strongly dislike
C. Can tolerate
D. Expect and accept
E. See as opportunity
Which outcome concerns you more?
*
A. Short-term losses
B. Slight underperformance
C. Missing some upside
D. Underperforming peers
E. Not maximizing long-term returns
Personal Financial Experience
How long have you been investing in stock markets?
*
A. Little or none
B. < 5 years
C. 5–10 years
D. 10–20 years
E. > 20 years
Have you experienced a major market downturn while invested?
*
A. No
B. Yes, and I exited
C. Yes, struggled emotionally
D. Yes, stayed invested
E. Yes, added funds
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