Find Your Financial Strategy - Capital Synergies

Find a suitable investment strategy.

Your investment strategy should reflect the kind of investor you are—your personal investor profile. This Free online tool will help you determine your profile and then match it to an investment strategy that’s designed for investors like you.

This online tool measures two key factors:

YOUR TIME HORIZON SCORE

When will you begin withdrawing money from your investment accounts and at what rate? If it’s many years away, there may be more time to weather the market’s inevitable ups and downs and you may be more comfortable with a portfolio that has greater appreciation potential and a higher risk level.

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 to select investments that fit within your risk tolerance level.

Your Time Horizon

I plan to begin withdrawing money from my investments in:

Less than 3 years
3-5 years
6-10 years
More that 11 years

Your Time Horizon

Once I begin withdrawing funds from my investments, I plan to spend all of the funds in:

Less than 2 years
2-5 years
6-10 years
11 years or more

Your Risk Tolerance

I would describe my knowledge of investments as:

None
Limited
Good
Extensive

Your Risk Tolerance

When I invest my money, I am:

Most concerned about my investment losing value
Equally concerned about my investment losing or gaining value
Most concerned about my investment gaining value

you Risk I

Your Risk Tolerance

Select the investments you currently own:

Bonds and/or bond funds
Stocks and/or stock funds
International securities and/or international funds

Your Risk Tolerance

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?

Sell all of my shares
Sell some of my shares
Do nothing
Buy more shares

Your Risk Tolerance

Review the chart below. We’ve outlined the most likely best-case and worst-case annual returns of five hypothetical investment plans. Which range of possible outcomes is most acceptable to you?

Plan A _____ Average Return 7.2% _____ Best-Case 16.3% _____ Worst-Case -5.6%
Plan B _____ Average Return 9.0% _____ Best-Case 25.0% _____ Worst-Case -12.1%
Plan C _____ Average Return 10.4% ____ Best-Case 33.6% _____ Worst-Case -18.2%
Plan D _____ Average Return 11.7% ____ Best-Case 42.8% _____ Worst-Case -24.0%
Plan E _____ Average Return 12.5% ____ Best-Case 50.0% _____ Worst-Case -28.2%

The figures are hypothetical and do not represent the performance of any particular investment.

Contact Information

Please provide your contact information below.
On the next page, we’ll review your results and discuss what they may mean for your financial strategy.

Name

First

Last

Phone

Email