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"HOW TO INVEST" QUESTIONNAIRE
Successful investors adhere to a disciplined investing process. To determine which investment process is appropriate for you and your retirement plan assets, answer the following questions regarding your time horizon, risk tolerance, and investment objectives. The result will lead you to an asset allocation strategy that may be appropriate for your particular financial needs and objectives.
Diversification through asset allocation attempts to balance the level of risk with which you are comfortable and the level of return you would like to receive. NOTE: Diversification does not guarantee against a loss, and there is no guarantee that a diversified portfolio will outperform a non-diversified portfolio. This is designed as a basic guide and does not substitute discussing your situation with the plan’s financial advisor. No reliance on this questionnaire should be made.
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