:: Forté Financial ... the finer points of creating wealth

Please note that if you have done this assessment before, this will replace the earlier one.
	Name:			E-Mail:

Earning a high long-term total return that will allow my capital to grow faster than the inflation rate is one of my most important investment objectives.
	Strongly Agree	Agree	Neutral	Disagree	Strongly Disagree

I would like an investment that provides me with an opportunity to defer taxation of capital gains to future years.
	Strongly Agree	Agree	Neutral	Disagree	Strongly Disagree

I do not require a high level of current income from my investment.
	Strongly Agree	Agree	Neutral	Disagree	Strongly Disagree

I am willing to tolerate some sharp down swings in the returning on my investments in order to seek a potentially higher return, than would normally be expected from more stable invetsments.
	Strongly Agree	Agree	Neutral	Disagree	Strongly Disagree

I am willing to risk a short-term loss in return for a potentially higher long-run rate of return.
	Strongly Agree	Agree	Neutral	Disagree	Strongly Disagree

I am financially able to accept a low-level for liquidity in my investment portfolio.
	Strongly Agree	Agree	Neutral	Disagree	Strongly Disagree

Over what period of time do you expect to remain invested in this portfolio?
	3 years or less		4 - 7 years		more than 7 years