We have two options for completing a risk questionnaire. One, you may download a fillable PDF here. The PDF auto-scores your answers.

Two, you can fill out the form below. This will send an email to Highland and we will reply with the score.

Risk Tolerance Questionnaire

Properly assessing investment risk tolerance is critical to the successful design and subsequent management of investment portfolios. To guide our professional efforts, Highland Investment Advisors requests that clients complete the following questionnaire.

Risk Chart

Working with Highland

As a fee-only registered investment advisor, we are motivated to solve not to sell.

Explore our website and then call us to schedule an in-person meeting.

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