AZ Athenaeum

Information for

Individual Investors

Please provide the following information to continue

All fields are mandatory

* If you are unsure of your risk tolerance, please ask yourself these basic questions.

There is no "right" answer. It is in your best interest to be truthful.

  1. What is your tolerance for negative investment performance?
    • HIGH (3 Points)
    • MEDIUM (2 Points)
    • LOW (1 Point)
  2. What is the possibility of you leaving you funds untouched, even if your account lost 20% of its value in six months?
    • HIGH (3 Points)
    • MEDIUM (2 Points)
    • LOW (1 Point)
  3. What is the possibility of your answers to these questions remaining unchanged, even if there are large swings in the market?
    • HIGH (3 Points)
    • MEDIUM (2 Points)
    • LOW (1 Point)

Please total up your points and refer to the chart below for your risk tolerance level:

3-4 points 5-7 points 8-9 points
LOW MEDIUM HIGH

Once you’ve answered the questions, you may like to ask someone who knows you well to answer the same questions on your behalf. Having a third party give their opinion about how they think you would respond will help you see the answers from a different perspective.