Risk Tolerance Questionnaire

As you develop your college savings investment plan and strategy, one important consideration is your risk tolerance. How you allocate your money between stocks, bonds, and short-term investments should be based on your comfort level with the volatility or price swings of your portfolio, as it compares to the longer-term return potential. Some investors are comfortable with wide market swings, and others prefer less fluctuation with a generally lower return potential.

Our questionnaire is designed to help you understand where you fall on the risk spectrum.

The questionnaire provides asset allocation suggestions based on the information you enter. There is no guarantee that any particular investment or asset allocation will meet your investment objectives. The suggested asset allocations should be viewed as broad guidelines and should not be considered the primary basis for your investment decisions. For more detailed and comprehensive planning please consult your own professional advisor.