Investor Preference Quiz

1. How would you describe your knowledge of investment products?
	I have a clear and thorough understanding of my investment options. It would be difficult to teach me more about it. I can describe the investment holdings I have and understand the mix and content of my portfolio.
	I understand my circumstances and know what I need. I read up on new investment products and am interested in investment strategies.
	I understand the investment products that are available to me but don't know which are best for me.
	I've never really had the time to find out what's available and what would be right for me.
2. What type of money management advice do you like to receive?
	I really don't feel I need advice.
	I manage my money myself but would like to be able to talk to someone once or twice a year to make sure I’m doing the best I can.
	I would like to work with someone throughout the year to help me make my investment decisions.
	I don't really know a lot about managing my money. I would like someone to help me figure out what to do and take care of it for me.
3. How long do you plan to invest your money before you plan to use it?
	I don't expect to need this money for the next five to ten years.
	I'm planning to keep this money invested for 15 years or more.
	I expect to invest my money for at least two years and possibly as long as five years.
	I will not keep my money tied up for long, certainly not as long as two years.
4. Which of these statements best describes your money management needs?
	Capital Preservation. That is, holding onto what I have.
	Income. That is, generating a predictable monthly income.
	Moderate Growth. That is, increasing my wealth through conservative investments.
	Aggressive Growth. That is, taking greater risks with my wealth to achieve greater growth.
5. What range does your age fall into?
	20-30
	31-45
	46-65
	65+
6. How much money do you currently have invested?
	Under $25,000
	$25,000 - $49,999
	$50,000 - $99,999
	$100,000 - $149,999
	$150,000 - $249,999
	$250,000 or more