Risk Assessment Questionnaire
Thank you for accepting our invitation to take this brief, 13-question risk assessment questionnaire!
This questionnaire, created by two personal-finance university professors (John E. Grable of Kansas State U. & Ruth H. Lytton of Virginia Tech) in 1999, has been heavily lauded all over the country as a valuable tool in helping financial advisors tailor the best approaches for their clients’ portfolios. (See the links at the bottom of this page for further resources and studies regarding this questionnaire!)
With the confidential information you’ll provide via this questionnaire, we’ll be aided greatly in our efforts to cater to your needs with utmost precision.
We’ll discuss this during our next appointment – looking forward to it!
Tatyana Bunich
- Low Risk Tolerance
- Below-Average Risk Tolerance
- Average Risk Tolerance
- Above-Average Risk Tolerance
- High Risk Tolerance
Thanks again for completing this questionnaire!
I look forward to utilizing the results within to help serve you even better.
Tatyana Bunich
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