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Investment Horizon: Anticipated time period of portfolio investment

Short Term (1 - 5 years)Medium Term (5 - 10 years)Long Term (10+ years)

Investment Return Objective: Expected gain per year

Moderate Growth (5-10%)Growth (10-15%)Aggressive Growth (15-25%)Very Aggressive Growth (25%+)

Risk Tolerance: Maximum level of portfolio loss that you are able to withstand

Low (5% - 10% loss)Medium (10% - 20% loss)High (20% - 35% loss)Very High (35%+ loss)

Liquidity Needs: Need to withdraw cash for short term priorities

Yes (1% - 5%)Yes (5% - 10%)Yes (10% - 20%)Yes (20% - 35%)Not applicable

Account Size

$750,000 - $1,000,000$1,000,000 - $2,500,000$2,500,000 - $5,000,000$5,000,000 - $7,500,000$7,500,000 -$10,000,000$10,000,000 +

Please tell us about your investment goals and experiences