Compass Financial Consulting - Risk Questionnaire

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Risk Questionnaire

Risk tolerance provides the foundation for determining your investment portfolio. The following questionnaire covers areas that address your attitudes toward inflation as well as the risk-return tradeoff. Please answer all questions as honestly as possible. Upon completion, return to Compass so we may incorporate the results in your portfolio analysis.

Risk Questionnaire in Adobe Acrobat

(If you need to download the Acrobat Reader, see the Resources and Compliance page for details and a link to the Adobe site.)