Agreement & Understanding

This questionnaire was designed to give you a better understanding of your attitudes towards risk and to gauge your investment personality. It is important to understand some of the limitations of this questionnaire: 

  • Questionnaire is for education, not advice 
  • Any discussion of returns, risks, potential returns, etc are for illustrative purposes only and not guarantees of actual results. 
  • The questionnaire may not be able to take into account the stage of life you are currently at, the specific goals for the money to be managed by SEM, how the rest of your assets are currently invested, or significant future changes in your financial picture. 
  • Questions need to be answered as honestly as possible to generate a starting point for the investment recommendations.  
  • Conflicting answers (e.g. low desire to take risk, but high return goals) may cause results to be more sensitive to other inputs. 
  • This does not replace a complete financial plan 
  • You should discuss the results with a financial advisor prior to acting on any recommendations. 
  • Any changes to your financial situation should be reported immediately to your financial advisor and a new questionnaire should be submitted. 
By clicking OK or NEXT you agree to all of the above.
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