Investment Profile Questionnaire
Before you invest, decide what kind of investor you will be. Are you more aggressive and ready to accept the possibility of loss in exchange for the possibility of higher returns? Are you more conservative? Part of figuring that out is determining how long you plan to leave your money in the investment vehicle. If you're planning on investing in a mutual fund, you probably plan to invest for the long term. In an attempt to reduce risk and affect their possibility for returns, some people choose to vary their investments or "diversify." While this strategy does not guarantee any particular returns or guarantee protection against losses, it is one way to vary risk.
Completing the questionnaire below and discussing the results with your PFS Investments Registered Representative can be a valuable step toward evaluating your continued approach to investing. The total score from your responses is a rough indication of how much risk you prefer in your investments from information you have provided. Keep in mind that this profile is intended to give you a start and doesn't cover all the issues that you should consider.
What's your risk tolerance?
In the questions below, select the appropriate statement that best indicates your risk or safety by clicking within the circle with your mouse.
The Investment Profile Score above is for informational purposes only. To review or update your investment objective on your Legg Mason, Invesco, Pioneer or American Century account, log into Primerica Shareholder Services.
An investor should consider the investment objectives, risks, fees and expenses of a mutual fund carefully before investing. A prospectus contains this information and other information about the investment offerings. The prospectus contains this and other information. Read and consider the prospectus carefully before investing. Contact a PFSI registered representative for a current prospectus.
Securities are offered by PFS Investments Inc., 1 Primerica Parkway,
Duluth, GA 30099-0001