What is your primary objective for the money that you are investing? Select Car purchase or vacation Children's education Down-payment on a home Saving for retirement To immediately start providing retirement income Long-term wealth building
How long do you intend to manage your BIAS investment portfolio?
Select Under 3 years 3 – 5 years 6 – 10 years 11 – 15 years More than 15 years
What is the major goal for your portfolio?
Select The security of my portfolio is my number one priority. I would like to avoid loss as much as I can. While I do want my portfolio to grow, I am willing to withstand some fluctuations in returns. I want a balance between growth and security in my portfolio, with some protection from the impact of inflation. I am more concerned with the overall growth of my portfolio and less concerned about fluctuations in returns. My primary objective in my portfolio is maximum growth over the long term.
Over the next 5 years, what portion of your portfolio do you expect to withdraw?
Select 76% – 100% 51% – 75% 26% – 50% 1% – 25% None
Which one of the following ranges includes your current age?
Select Under 30 30-39 40-49 50-59 60-69 70-79 Over 79
Which one of the following ranges includes your current annual family income, including pensions, after taxes?
Select Under $40,000 $40,001 to $55,000 $55,001 to $70,000 $70,001 to $85,000 $85,001 to $100,000 Over $100,000
How would you rate your investment knowledge?
Select Minimal to none- I am new to investing. Modest – I have some experience with investing. Moderate – I’ve been investing for several years within a broad range of different assets. Good – I’ve been investing for a while and lived through at least one market downturn. Very Good – I am an experienced investor and comfortable with fluctuations in the market.
Realizing that there will be occasional downturns in the market, how long of a recovery period are you prepared to weather?
Select Less than three months 3 – 6 months 6 months to 1 year 1-2 years 2-3 years 3 years or more
Assuming that you are investing for the long term, what is the maximum drop in your portfolio’s value that you could tolerate in any given year?
Select I'd be uncomfortable with any loss. A 5% drop is all that I could live with. A 10% decline is something I could tolerate. A 15% drop would be about all I could stand. A 20% decline is pretty much my limit. A 25% decline is my absolute tolerance level.
When making an important investment decision, which seems more significant to you — possible profit or loss?
Select I would consider the potential loss first. I would consider the potential loss somewhat more. They're both about the same to me. I would consider the potential gain somewhat more. I would consider the potential gain first.
How much money do you currently have to invest? Select $0 – $1,000 $1,000 – $10,000 $10,000 – $100,000 $100,000 – $500,000 $500,000 – $1,000,000 $1,000,000+ Contact Information
When would be a good date(s) and time(s) to have a chat? SUBMIT