Are you aggressive, conservative, or somewhere in between?

What is your long-term risk tolerance level when investing?

Take the quiz to see how you might consider investing based on your risk tolerance level.

Find your risk tolerance level

Step 1 of 6

My primary investment objective is?

No one is the same when it comes to investing, but almost all investors fall into one of five categories.

A conservative portfolio

Might be right for you if:

Slow and steady is the best way to describe my approach to investing.

You’re most comfortable not taking any risk.

Is your portfolio ready for tomorrow?

It never hurts to get a second opinion

conservative portfolio

An income first, growth secondary portfolio

Might be right for you if:

You’re most comfortable knowing that your money is protected from extreme market fluctuations, but you need some equity in your account to keep up with inflation.

You want to increase your savings but provide some protection for what you have.

Is your portfolio ready for tomorrow?

It never hurts to get a second opinion

income first growth second portfolio

A balanced portfolio

Might be right for you if:

You want a balance between building and protecting your money.

You want a diversified and balanced approach.

Is your portfolio ready for tomorrow?

It never hurts to get a second opinion

balanced portfolio

A growth portfolio

Might be right for you if:

Your aim is to make your money grow. You know that investing over the long-term can help you reach your goals.

You understand there are short-term risks, but over the long-term you feel confident that equities offer the highest potential for growth.

Is your portfolio ready for tomorrow?

It never hurts to get a second opinion

growth portfolio

An aggressive growth portfolio

Might be right for you if:

You are willing to take significant risk for the chance to make money.

You have time to wait out market cycles because you’re confident that your savings will continue to grow.

Is your portfolio ready for tomorrow?

It never hurts to get a second opinion

aggressive growth portfolio

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Investment and Insurance Products are:

  • NOT INSURED BY THE FDIC
  • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
  • NOT A DEPOSIT OF OTHER OBLIGATION OF, OR GUARANTEED BY, HERRING BANK, OR ANY BANK AFFILIATE
  • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED