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Determine the best investment strategy for you

Educate us about your risk tolerance and investment objectives.

Step 1 of 13

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If Amicus were to manage my investments, I would expect an annual return of at least:
When I think about the stock market, I feel:
When taking a risk, my best friend would describe me as:
When I invest my money, I am most concerned about my investment:
When it comes to investing in mutual funds and ETFs, I am:
These charts show the potential 1-year outcomes of a $100,000 investment. If I had $100,000 to invest, I would select:
I review my investments:
From February 19, 2020, to March 19, 2020, the S&P 500 lost over 28%. If I owned an investment that lost over 28% over one month, I would:
If my investments were to experience a large decline in value, my financial future would be:
I plan to begin taking money from my investments in:
Once I begin withdrawing funds from my investments, I plan to spend all the funds in
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Schedule a free, no-cost listening session where we seek to understand your personal and financial circumstances and work with you to clearly identify, prioritize, and quantify your financial goals.
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Based on your answers, a balanced portfolio may be best for your personalized allocation. A balanced portfolio accepts moderate price fluctuations to achieve moderate growth and invests evenly in equity and fixed income investments. Those with mid- to long- range investment time horizons typically fall in this category.

Next Step: Connect with an Advisor
Based on your answers, a conservative portfolio may be best for your personalized allocation. A conservative portfolio accepts lower growth to achieve minimal price fluctuations and invests primarily in fixed income investments. Those with short- to mid- range investment time horizons typically fall in this category.

Next Step: Connect with an Advisor
Based on your answers, a growth portfolio may be best for your personalized allocation. A growth portfolio accepts large price fluctuations to achieve high growth and invests primarily in equity investments. Those with long-range investment time horizons typically fall in this category.

Next Step: Connect with an Advisor

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