Investment Horizon: Anticipated time period of portfolio investment

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

Investment Return Objective: Expected gain per year

1. Moderate Growth (5-10%)
2. Growth (10-15%)
3. Aggressive Growth (15-25%)
4. Very Aggressive Growth (25%+)

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

1. Low (5% - 10% loss)
2. Medium (10% - 20% loss)
3. High (20% - 35% loss)
4. Very High (35%+ loss)

Liquidity Needs: Need to withdraw cash for short term priorities

1. Yes (1% - 5%)
2. Yes (5% - 10%)
3. Yes (10% - 20%)
4. Yes (20% - 35%)
5. Not applicable

Account Size

1. $750,000 - $1,000,000
2. $1,000,000 - $2,500,000
3. $2,500,000 - $5,000,000
4. $5,000,000 - $7,500,000
5. $7,500,000 -$10,000,000
6. $10,000,000 +