Welcome to our new websites. More updates coming soon.

Investment Recommender

Your investing strategy should reflect the kind of investor you are. This quiz will help you determine your profile and then match it to an investment strategy that is designed for investors like you.

 

The quiz measures two key factors:

 

TIME HORIZON

When will you begin withdrawing money from your account and at what rate? Our aim is to determine whether the client has the stamina to weather the market’s inevitable ups and downs.

 

RISK TOLERANCE

How do you feel about risk? Some investments fluctuate more dramatically in value than others but may have the potential for higher returns. It is imperative to select investments that fit within your level of tolerance for this risk