Einstök Wealth Management

A fee-only Orange County California Registered Investment Advisor. As a fiduciary financial advisor, we offer investment management, tax planning, and retirement solutions.

Risk Score Questionnaire

The following questionnaire is a financial risk tolerance assessment. It is designed to discover how much financial risk is suitable for you.

The results are not the sole determinant in your financial plan; other factors must be considered.

Please answer the following questions, and click “submit” at the end.

Name(Required)
I plan to begin taking money from my investments in …(Required)
When making a long-term investment, I plan to keep the money invested for …(Required)
From September 2008 through November 2008, stocks lost more than 31% of their value. If I owned a stock investment that lost about 31% of its value in three months, I would …. (If you owned stocks during this period, please select the answer that matches your actions at that time.)(Required)
Generally, I prefer an investment with little or no ups or downs in value, and I am willing to accept the lower returns these investments may make.(Required)
When the market goes down, I tend to sell some of my riskier investments and put the money in safer investments.(Required)
Based only on a brief conversation with a friend, coworker, or relative, I would invest in a mutual fund.(Required)
From September 2008 through October 2008, bonds lost nearly 4% of their value. If I owned a bond investment that lost almost 4% of its value in two months, I would …. (If you owned bonds during this period, please select the answer that matches your actions at that time.)(Required)
The following data shows the highest one-year loss and the highest one-year gain on three different hypothetical investments of $10,000.* Given the potential gain or loss in any one year, I would invest my money in …(Required)
*The maximum gain or loss on an investment is impossible to predict. The ranges shown in the chart are hypothetical and are designed solely to gauge an investor’s risk tolerance.
My current and future income sources (such as salary, Social Security, pension) are …(Required)