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.