This short questionnaire is one factor that helps the LifeGoal Team determine how your portfolio should be constructed.
*Note: this is a secure, SSL encrypted website.
1) YOUR INVESTMENT TIME HORIZON
Your investment time horizon is a critical factor for us to understand when constructing your investment portfolio.
2) YOUR INVESTMENT RISK TOLERANCE
The more we understand your tolerance for risk, the better suited we are to tailor a portfolio to your investment needs.
