Risk Tolerance Questionnaire

This questionnaire helps gauge where you fall on the investing risk spectrum, based on your timeline, finances, goals, and comfort with market swings. Your profile updates as you answer. It's a starting point for a deeper conversation with your ARIA advisor.

Indicated risk profile

Moderate

Score 55 / 100

ConservativeMod.
Cons.ModerateMod.
Aggr.Aggressive

Asset mix often associated with this profile

Stocks 60%Bonds 35%Cash 5%

Discuss your profile with an advisor

Important. This questionnaire is an educational tool provided by ARIA Wealth Management to help frame a conversation about risk. The risk score and any asset mixes shown are general illustrations, are hypothetical in nature, and do not reflect actual investment results or guarantee future outcomes. They are not investment advice or a recommendation of any allocation, fund, or strategy, and they do not account for your complete financial circumstances. This score should be used together with your advisor, who can account for details this tool cannot. All investing involves risk, including possible loss of principal. ARIA Wealth Management does not guarantee any result.

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