WMA Investor Questionnaire
How you allocate your money among stocks, bonds, and short-term reserves may be the most important factor in determining the long-term return and volatility of your portfolio.
The WMA Investor Questionnaire makes asset allocation suggestions based on information you enter about your investment objectives and experience, time horizon, risk tolerance, and financial situation. As your financial circumstances or goals change, it is the investor’s responsibility to complete the questionnaire again and request a reallocation the investments in your portfolio. Note: as part of WMA’s ongoing fiduciary duty to our investors, we will not invest client money in strategies riskier than that of the client’s risk profile.
Please take a few minutes to complete the following questionnaire.