Risk Tolerance Questionnaire

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 short- and long-term risks and returns. That’s why we recommend that you choose a Bull Oak Capital portfolio only after you’ve determined the right asset allocation for you.

The risk-tolerance questionnaire suggests a Bull Oak Capital model portfolio based on your answers to questions about your investment objectives and experience, 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.