Client Risk Profile
A confidential, two-part questionnaire — your capacity to take risk and your tolerance for it.
For illustrative purposes only. Not personalized investment advice.
Before we recommend anything, we listen.
This questionnaire takes about five minutes. It looks at two different things: your capacity to take risk (your finances) and your tolerance for risk (your temperament). Your preliminary model is set by whichever is lower — because a portfolio you can't afford, or can't sleep with, isn't the right portfolio.
Important disclosures
- This questionnaire is an educational and information-gathering tool. It does not, by itself, constitute investment advice or a recommendation.
- The model portfolio shown is a preliminary illustration. Any actual recommendation will be made only by your adviser after a review of your complete financial circumstances, and will be documented in your advisory agreement and suitability profile.
- Target allocations are illustrative. Actual portfolios may differ, and allocations may change over time. Hypothetical outcome ranges shown in this questionnaire are illustrative only and are not projections or guarantees.
- All investing involves risk, including possible loss of principal. Diversification and asset allocation do not ensure a profit or protect against loss.
- Cross-border circumstances (tax residency, currency needs, account types such as PFICs, and reporting obligations) can materially affect what is appropriate for you and require individual review.
- Aliya Financial LLC is a registered investment adviser. Registration does not imply a certain level of skill or training.