Asset allocation investor profile questionnaire

Respond to the following questions to view your Risk Profile.
Risk Profile and sample Asset Allocation model will display when all five questions have been answered.
 Question  Answer
  1. When it comes to investing, I would describe my level of knowledge regarding investment terms and experience investing my own assets as...
  1. How would you describe your tolerance for the value of your investments going down?
  1. Which of the following best describes how often you review your investments for potential reallocation?
  1. How do you expect your total income and investment earnings today to change over the next 10 years?
  1. When are you planning to retire?
Based on your responses above...
  • Your Risk Profile: n/a
Asset Allocation Model:
Aggressive Allocation — seeks to provide capital appreciation and some current income.
Conservative Allocation — seeks to provide current income and some capital appreciation.
Moderate Allocation — seeks to provide current income and low to moderate capital appreciation.
Moderate Aggressive Allocation — seeks to provide capital appreciation and a low to moderate level of current income.

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The Asset Allocation Investor Profile Questionnaire presented is available through an agreement between Wilshire Associates Incorporated ("Wilshire®") and Equitable Financial Services, LLC.

This questionnaire is intended to help you determine your general attitudes toward investment risk, and the results should not be viewed as investment advice by Wilshire or Equitable Financial Services, LLC. The responses and the results of this questionnaire should be used only in the context of an expanded investment profile performed with your financial professional, which may factor in a broader range of questions. Other factors that impact your investment decisions may include personal income level and number of dependents, among other things.

Wilshire does not endorse and/or recommend any specific financial product or service that may be used in conjunction with the asset allocation models that are presented.

Wilshire is not affiliated with Equitable Financial Services, LLC and its family of companies.

Additionally, this questionnaire should not be viewed as investment advice or any solicitation on behalf of or by Equitable Distributors, LLC.