Risk Assessment Questionnaire
Thank you for accepting our invitation to take this brief, 13-question risk assessment questionnaire!
Created by two university finance professors in 1999 (John E. Grable of Kansas State U. & Ruth H. Lytton of Virginia Tech), this lauded questionnaire has continued to be a key resource in helping advisors tailor investment strategies to their clients’ stated preferences. (See the links at the bottom of this page for some prominent studies regarding this questionnaire.)
With the personal responses you’ll provide here, our team will be greatly aided in the effort to cater to your goals with precision.
We look forward to discussing this with you soon!
Jared Zeiser
- 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
P.S. You may now close this window or exit your browser.