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  • This questionnaire is designed to gauge your willingness to take on risk in your investment portfolio. These questions ignore any financial constraints that would influence your ability to take on risk. They only attempt to measure various dimensions of risk-taking including guarantees vs. probable gambles, choice of sure loss vs. sure gain, experience with and knowledge of risk, and comfort with risk. This approach differs from others in that it separates different components of risk into those that can be altered with education from those that may be outside of our control such as time horizon

Compliance statement:

The information, data, and opinions contained herein this communication are provided solely for informational purposes only. They are not warranted to be correct, complete, or accurate. To the extent permitted by law, Guardian Pointe PWM does not accept any liability arising from the use of this communication. You should not assume that any information, data, or opinions contained herein serves as the receipt of, or a substitute for, personalized investment advice from Guardian Pointe PWM or from any other investment professional. Past performance is not an indication of future results and actual results may vary. Investing carriers an inherent element of risk, including the risk of losing invested principal.