Amicus Investment Strategy Questionnaire – Amicus Financial Advisors

If Amicus were to manage my investments, I would expect an annual return of at least:(Required)

First Choice

Second Choice

Third Choice

When I think about the stock market, I feel:(Required)

First Choice

Second Choice

Third Choice

When taking a risk, my best friend would describe me as:(Required)

First Choice

Second Choice

Third Choice

When I invest my money, I am most concerned about my investment:(Required)

First Choice

Second Choice

Third Choice

When it comes to investing in mutual funds and ETFs, I am:(Required)

First Choice

Second Choice

Third Choice

These charts show the potential 1-year outcomes of a $100,000 investment. If I had $100,000 to invest, I would select:(Required)

First Choice

Second Choice

Third Choice

I review my investments:(Required)

First Choice

Second Choice

Third Choice

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:(Required)

First Choice

Second Choice

Third Choice

If my investments were to experience a large decline in value, my financial future would be:(Required)

First Choice

Second Choice

Third Choice

I plan to begin taking money from my investments in:(Required)

First Choice

Second Choice

Third Choice

Once I begin withdrawing funds from my investments, I plan to spend all the funds in(Required)

First Choice

Second Choice

Third Choice

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

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

Name(Required)

First Last

Phone

Email(Required)

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.

Comments

This field is for validation purposes and should be left unchanged.