Financial Risk Assessment

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  • In order to assess your current risk tolerance in relation to your asset allocation strategy, we invite you to complete this form.
  • The table below presents a hypothetical worst case loss, expected gain, and best case gain of five sample portfolios over a one-year period with an initial $100,000 investment.
    Table
  • The following graph shows the hypothetical best and worst results of five sample portfolios over a one-year holding period. The best potential and worst potential gains and losses are presented. Note that the portfolio with the highest upside also has the largest downside.
    Graph