Would you like to update your risk profile?

Submit your name and email and we will send you a link to update your current risk profile.

From time to time your financial objectives, circumstances, and risk preferences may change, and we may need to adjust your investment strategy to reflect those changed goals and objectives, so that we can more advantageously allocate your hard earned money.

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1 Basic Information 2 Short Questionnaire 3 Recommendations 4 Print Option

We will begin the proposal process by entering some basic information. Please complete the form, and click "Next".

Depending on the programs selected for the proposal, Weatherstone charges between .30% - .95% on all accounts below 1 million dollars. If this proposal will be higher than that amount, please consult with Weatherstone prior to creating the proposal. The total fee the client cannot exceed 1.95%.

You will now answer 4 questions to characterize the investment style of the client.
Questions #1-2

1. Imagine that you are making an investment of $20,000. Below are four scenarios for potential gain or loss in one year:

Which investment would you be most comfortable owning?

A = Investment #1
B = Investment #2
C = Investment #3
D = Investment #4

2.Imagine that you made an investment 5 years ago, which has steadily earned 10% a year. If your investment was to lose 20% in the following year, what would you do?

A = I would sell all of the investment out of fear that I would lose most if not all of the money I invested
B = I would sell some, but not all, of the investment to reduce my exposure to more losses
C = I would do nothing, understanding that such price drops are a normal part of investing
D = I would buy more of the investment, looking at the price drop as an opportunity to buy at lower prices

You are answering 4 questions to characterize the investment style of the client.
Questions #3-4

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