Your investing strategy should reflect the kind of investor you are—your personal investor profile. This short quiz (7 questions) will help you determine your profile and then match it to an investment strategy that’s designed for investors like you.

The quiz measures two key factors:

YOUR TIME HORIZON (2 questions)

When will you begin withdrawing money from your account and at what rate? If it’s many years away, there may be more time to weather the market’s inevitable ups and downs and you may be comfortable with a portfolio that has a greater potential for appreciation and a higher level of risk.

YOUR RISK TOLERANCE (5 questions)

How do you feel about risk? Some investments fluctuate more dramatically in value than others but may have the potential for higher returns. It’s important to select investments that fit within your level of tolerance for this risk.

Full Name

Email *

This questionnaire is furnished by Trivium Point Advisory, LLC ("TPA"). TPA is a registered investment advisor. Advisory services are only offered to clients or prospective clients where TPA and its representatives are properly licensed or exempt from licensure. This questionnaire is furnished for educational purposes only and does not constitute investment advice, nor should it be relied on as such. All scenarios presented in this questionnaire are hypothetical. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment.

TIME HORIZON (1 of 2)

I plan to begin withdrawing money from my investments in:

Less than 3 years

3-5 years

6-10 years

11 years or more

TIME HORIZON (2 of 2)

Once I begin withdrawing funds from my investments, I plan to spend all of the funds in: *

Less than 2 years

2-5 years

6-10 years

11 years or more

RISK TOLERANCE (1 of 5)

I would describe my knowledge of investments as: *

None

Limited

Good

Extensive

RISK TOLERANCE (2 of 5)

What amount of financial risk are you willing to take when you invest? *

Take lower than average risks expecting to earn lower than average returns.

Take average risks expecting to earn average returns.

Take above average risks expecting to earn above average returns.

RISK TOLERANCE (3 of 5)

Select the investments you currently own or have owned: *

A. Bonds and/or bond funds

B. Stocks and/or stock funds

C. International securities and/or international funds

Example: You now own stock funds. In the past, you’ve purchased international securities. You should choose option C.

RISK TOLERANCE (4 of 5)

Imagine that in the past three months, the overall stock market lost 25% of its value. An individual stock investment you own also lost 25% of its value. What would you do? *

A. Sell all of my shares

B. Sell some of my shares

C. Do nothing

D. Buy more shares

RISK TOLERANCE (5 of 5)

We’ve outlined the most likely best-case and worst-case annual returns of five hypothetical investment plans. Which range of possible outcomes is most acceptable to you?

The figures are hypothetical and do not represent the performance of any particular investment.

Review the chart below and select your preferred options.