Morgan Financial - Investment Objectives

Two Convenient Locations

Boyertown, PA 19512
Phone: 610.367.9000
Fax: 610.473.9078
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Oley, PA 19547
Phone: 610.987.6444
Fax: 610.987.3562
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DETERMINE YOUR RISK PROFILE AND INVESTMENT OBJECTIVES
The first step in the Risk Profile Process is to determine your investor profile. This profile will help define important factors such as your investment objectives, time horizon and your attitudes toward investing.
This profile will help build the base of information needed for you to progress to the next step in the asset management process — the development of an appropriate asset allocation policy.
To complete this profile, answer each question by choosing the number in the left hand column that best matches your personal situation.

Which of the following best describes your investment objectives?

Preserving principal and earning a moderate amount of current income
Generating a high amount of current income
Generating some current income and growing my assets
Growing my assets substantially

Five years from now, what do you expect your standard of living to be?
The same as it is now?
Somewhat better than it is now?
Substantially better than it is now?

Ten years from now, what do you expect your portfolio value to be?
The same as or a little more than it is today?
Moderately greater than it is today?
Substantially greater than it is today?

What is your current income requirement (interest plus dividends) from this portfolio?
More than 4%
2% to 4%
0% to 2%

What do you want to do with the income generated by your profile?
Receive all income
Receive some and reinvest some
Reinvest all income

Investment Objectives Total:

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