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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