Client Risk Profile

At Secura, we don’t believe in a one-size-fits-all investment strategy – each client has their own long-term goals and financial risk preferences.

Whether you’re a business owner, a retired teacher, or a new college grad, let’s get to know each other better and draft a plan that’s best for you.

Fill out the form below to begin your Secura investment journey. All information will be kept confidential between you and our team. Thank you for choosing Secura.

– Jeff & Pat
Partners, Secura Financial Group

Section 1: Investment Objectives

Section 2: Personal Information

Section 3: Investment Horizons

Investors often have distinct phases in the investment plans. The initial phase is savings and growth. During this time an investory builds up a portfolio toward a future goal. The second phase is typically use of funds, either for a specific purpose or for income.

Section 4: Attitudes Towards Risk

Section 5: Portfolio Viability

Investment portfolios aimed at providing higher returns tend to have greater swings in value (providing both gains and losses). The more aggressive your portfolios, the more pronounced these swings become, and the more often short-term losses can occur..

(Portfolio A: -2%–13%, Portfolio B: -7%–20%, Portfolio C: -13%–28%, Portfolio D: -20%–37%)

Section 6: How important are the following features to your investment plans?

Section 7: Please rank in order of importance to you the following portfolio characteristics:

1 is most important to you, 6 is least important to you.

Select a different number for each: