With potential short-term market volatility and your long-term financial goals in mind, which one of the following terms and definitions best describes you as an investor?


  • Conservative: Desire to preserve principal with low risk regardless of low returns.
  • Moderate Conservative: Willingness to accept relatively low risk to principal with low volatility to seek modest returns.
  • Moderate: Willingness to accept moderate risk to principal with some volatility to seek higher returns.
  • Moderate Aggressive: Willingness to accept high risk to principal with high volatility to seek high returns over time.
  • Aggressive: Desire to seek highest returns over time regardless of principal risk or volatility level.

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