Asset Allocation Questionnaire

1. Over a 20-year time period, what do you think is a reasonable annual rate of return for a portfolio?





2. How would you describe your investment experience and knowledge of financial markets?





3. Given that portfolio values can fluctuate dramatically from year to year, what do you believe to be a reasonable range of annual returns, in any given year, for your portfolio over 20 years (including gains and losses)?

Gains and Losses chart




4. What is your primary investment goal?





5. Which statement describes most accurately your tolerance for risk?

I am willing to accept:





6. I prefer low risk investments even if their returns are lower than the inflation rate.





7. What is your current age?





8. How many years from now do you expect to start spending the money you’re investing?





WBAN-0404 Rev. 2013/03