Sage Tree Wealth Risk Profile Questionnaire

Welcome!

In order to best assist you in creating an investment allocation that meets your financial goals, please complete our quick risk assessment. Please answer each of the following questions by checking the box to the left of the response that best describes you.

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* 1. Please Enter Your Full Name

Name

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* 2. Which investment objective is most important to you?

Preserving my investment.

Generating current income while preserving the value of my investment.

Increasing the value of my investment.

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* 3. With which of the following would you feel most comfortable?

U.S. Government securities and high-grade corporate bonds.

Stocks of established companies.

Stocks of smaller, growing companies.

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* 4. With which of the following would you feel least comfortable?

Stocks of smaller, growing companies.

Stocks of established companies.

U.S. government securities and high-grade corporate bonds.

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* 5. If your investments suddenly declined 20%, which statement best describes
your reaction according to your long-term objectives?

I would be very concerned about such a sudden decline.

I would be moderately concerned about such a decline.

I would not be overly concerned about such a decline.

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* 6. In how many years do you need these funds?

0 to 5 years

6 to 10 years

Over 10 years

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33% of survey complete.

Question Title

* 1. Please Enter Your Full Name

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* 2. Which investment objective is most important to you?

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* 3. With which of the following would you feel most comfortable?

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* 4. With which of the following would you feel least comfortable?

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* 5. If your investments suddenly declined 20%, which statement best describesyour reaction according to your long-term objectives?

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* 6. In how many years do you need these funds?

* 5. If your investments suddenly declined 20%, which statement best describes
your reaction according to your long-term objectives?