Do more with what you’ve earned.
Financial advisors for successful professionals, executives, and business owners.
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 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.
Know that you can retake this questionnaire if you feel that the results do not match your true risk tolerance.