Your asset allocation—that is, how you divide your money among stocks, bonds, and alternatives—may be the most important factor in determining your portfolio’s return and your overall net worth. As such, you should allocate your assets according to your personal risk tolerance.
Please consider each question carefully as you go through this questionnaire. This survey will suggest a Bull Oak Capital model portfolio based on your answers to questions about your investment objective, time horizon, risk tolerance, and financial situation. As your financial circumstances or goals change, it may be helpful to complete the questionnaire again and reallocate the investments in your portfolio.
If you have any questions as you go through this questionnaire, please do not hesitate to reach out to us. Know that you can retake this questionnaire if you feel that the results do not match your true risk tolerance. Additionally, we will have a discussion regarding your risk tolerance prior to investing your funds.