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A two minute SMS survey can:

  • Attract new leads.
  • Help you better serve your customers
  • Ask intelligent questions
  • Provide valuable feedback

Sire Advantages

  • Weighted question answers
  • Advanced Branch Logic
  • Template Ideas for your business
  • Not just fire and forget - advanced Session flows
  • Still simple to use

Important considerations when choosing your investment portfolio

Your Time Horizon

When will you begin withdrawing your money from your account, and at what rate? If that date is many years away, you may be comfortable with a portfolio that carries a greater potential for appreciation and higher level of risk. There’s more time to weather the inevitable ups and downs of the market.

Your Risk Tolerance

How do you feel about risk? Some investments fluctuate more dramatically in value than others but may have the potential for higher returns. It’s important that you select investments that fit within your level of tolerance for this risk.

Sample Program

Helping You Prepare for the Road Ahead

Take our new investor survey to get started.

On your mobile phone
Text the keyword: Profile
To: 39492

Investor Profile Template

Creating an asset allocation plan. This questionnaire will help you decide whether one of these portfolios is right for you.

I plan to begin withdrawing money from my
investments in:
A) Less than 3 years
B) 3-5 years
C) 6-10 years
D) 11 years or more

Once I begin withdrawing funds from my investments,
I plan to spend all of the funds in:
A) Less than 2 years
B) 2-5 years
C) 6-10 years
D) 11 years or more

You have indicated a very short investment time horizon. For such a short time horizon, a relatively low-risk portfolio of 40% short-term (average maturity of five years or less) bonds or bond funds and 60% cash is suggested, as stock investments may be significantly more volatile in the short term.

I would describe my knowledge of investments as
A) None
B) Limited
C) Good
D) Extensive

When I invest my money, I am:
A) Most concerned about my investment losing value
B) Equally concerned about my investment losing or gaining value
C) Most concerned about my investment gaining value

Select the investments you currently own or have owned in the past with the highest letter. Example: You now own stock funds. In the past, you've
purchased international securities. Your highest letter
would be 'D'.
A) Money market funds or cash investments
B) Bonds and/or bond funds
C) Stocks and/or stock funds
D) International securities and/or international funds

Consider this scenario:
Imagine that in the past three months, the overall stock market lost 25% of its value. An individual stock investment you own also lost 25% of its value. What would you do?
A) Sell all of my shares
B) Sell some of my shares
C) Do nothing
D) Buy more shares

We've outlined the most likely best- and worst-case annual returns of five hypothetical investment plans. The figures are hypothetical and do not represent the performance of any particular investment.

Which range of possible outcomes is most acceptable to you?
A) 7.2% Avg 16.3% Best-Case -5.6% Worst-Case
B) 9.0% Avg 25.0% Best-Case -12.1% Worst-Case
C) 10.4% Avg 33.6% Best-Case -18.2% Worst-Case
D) 11.7% Avg 42.8% Best-Case -24.0% Worst-Case
E) 12.5% Avg 50.0% Best-Case -28.2% Worst-Case

Your Investor Profile: Conservative
For investors who seek current income and stability and are less concerned about growth.

Now that we have determined your Investor Profile, we can use this information to help you create an asset allocation plan.

Your Investor Profile: Moderately Conservative
For investors who seek current income and stability, with modest potential for increase in the value of their investments.

Now that we have determined your Investor Profile, we can use this information to help you create an asset allocation plan.

Your Investor Profile: Moderate
For long-term investors who don't need current income and want some growth potential. Likely to entail some fluctuations in value, but presents less volatility than the overall equity market.

Now that we have determined your Investor Profile, we can use this information to help you create an asset allocation plan.

Your Investor Profile: Moderately Aggressive
For long-term investors who want good growth potential and don't need current income. Entails a fair amount of volatility, but not as much as a portfolio invested exclusively in equities.

Now that we have determined your Investor Profile, we can use this information to help you create an asset allocation plan.

Your Investor Profile: Aggressive
For long-term investors who want high growth potential and don't need current income. May entail substantial year-to-year volatility in value in exchange for potentially high long-term returns.

Now that we have determined your Investor Profile, we can use this information to help you create an asset allocation plan.