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!

Jared Zeiser


Question1)

In general, how would your best friend describe you as a risk taker?

Question2)

You are on a TV game show and can choose one of the following. Which would you take?

Question3)

You have just finished saving for a "once-in-a-lifetime" vacation. Three weeks before you plan to leave, you lose your job. You would:

Question4)

If you unexpectedly received $20,000 to invest, what would you do?

Question5)

In terms of experience, how comfortable are you investing in stocks or stock mutual funds?

Question6)

When you think of the word "risk" which of the following words comes to mind first?

Question7)

Some experts are predicting prices of assets such as gold, jewels, collectibles, and real estate (hard assets) to increase in value; bond prices may fall, however, experts tend to agree that government bonds are relatively safe. Most of your investment assets are now in high interest government bonds. What would you do?

Question8)

Given the best and worst case returns of the four investment choices below, which would you prefer?

Question9)

In addition to whatever you own, you have been given $1,000. You are now asked to choose between:

Question10)

In addition to whatever you own, you have been given $2,000. You are now asked to choose between:

Question11)

Suppose a relative left you an inheritance of $100,000, stipulating in the will that you invest ALL the money in ONE of the following choices. Which one would you select?

Question12)

If you had to invest $20,000, which of the following investment choices would you find most appealing?

Question13)

Your trusted friend and neighbor, an experienced geologist, is putting together a group of investors to fund an exploratory gold mining venture. The venture could pay back 50 to 100 times the investment if successful. If the mine is a bust, the entire investment is worthless. Your friend estimates the chances of success is only 20%. If you had the money, how much would you invest?"

Score & Risk Tolerance Assessment
40
Average Risk Rating
Questionnaire Scale (0-100)
  • 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.

Jared Zeiser

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