Investment Objectives - ProActive Advisors, LLC

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Client Objectives Assessment

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Take our Client Objectives Assessment to see suitable portfolios that align your investment goals with your concerns about the risks of investing.

After completing the assessment, both of us will receive your results by email. We will then discuss your answers and tailor our investment management to your financial situation, needs, and goals.

To get started, click on “Take This Assessment” below. It should take about 5-7 minutes to complete.

TAKE THIS ASSESSMENT

I would classify myself as:

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An inexperienced investor with little knowledge about investing.

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An investor with general retirement account investment experience.

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A knowledgeable investor who is comfortable with investing in the financial markets.

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An experienced investor having many years of investing experience with different investments.

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How many years before you start regular withdrawals from your investment account?

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0-3 years

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3-5 years

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5-10 years

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10-15 years

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More than 15 years

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Which objective is most important to you in deciding how you will invest?

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Investing to increase my current income to spend.

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Investing to maintain what I have and protect my purchasing power.

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Investing for long term growth while combating market risk.

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Investing for above-average returns while accepting greater volatility in my account values.

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Investing aggressively for high returns because time is on my side.

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ProActive structures portfolios to provide more or less Income, Growth, Safety, Liquidity, and Tax Advantages. The portfolio that best meets my needs will provide

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Current Income with a priority focus on Principal Preservation.

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Income with Growth, Liquidity, and Principal Preservation over the long term.

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Growth with Risk Management seeking the return on the S&P500 or greater.

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Growth and Tax Advantages with a long term focus on Wealth accumulation.

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Aggressive Growth with an opportunistic and speculative bent for high returns.

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What worries you most about investing?

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Running out of money in retirement.

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Losing money at my age and taking a setback.

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Bad financial markets to make money.

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Being too aggressive in my investment goals.

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Which portfolio approach best matches your financial goals?

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A portfolio more focused on the return OF my money than on a return ON my money.

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A portfolio with consistent returns that reduces the risk of loss by investing conservatively.

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A growth portfolio that targets market returns and is proactively managed to raise and lower risk exposure

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A portfolio targeting market returns or better without concern for drops in account value that may take a number of years to gain back.

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A portfolio seeking to build long term wealth by targeting above average returns while enduring short term drawdowns.

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If your $500,000 account began falling during the year, at what value would you want to sell to protect your account?

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An account value of $450,000 ($50,000 loss).

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An account value of $425,000 ($75,000 loss).

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An account value of $400,000 ($100,000 loss).

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An account value of $350,000 ($150,000 loss).

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If your account held some Growth stocks that gained 25% to 30% during the year while most other holdings gained only 3%-5%, what action would you want to take?

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Call my Advisor for advice on Rebalancing my Account.

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Do nothing because I want a Diversified Account mix.

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Immediately sell a percentage of my high performers to take some profits.

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Sell my worst performing stocks and add to the good performers.

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Sell all my under-performing stocks to buy more Growth companies.

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A portfolio like this meets my current objectives:

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One targeting current income to maintain my living standards.

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One focused on generating income but also some growth.

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One invested to target long term account growth.

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One targeting above-average returns.

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Which account strategy would you prefer to pursue?

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A relatively stress-free portfolio patiently managed that strikes a balance between income, growth, and safety.

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A opportunistically managed portfolio seeking above average returns that is proactively managed to combat market risk.

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Based on your answers, you have a conservative risk profile and a primary objective for current income with low market risk.

The 360Portfolio mix that may best fit your needs is:

80% Conservative Income

20% Growth & Income

This Objectives Assessment guides us on which investments are most suitable for you as well as what level of safety to build in.

Next, we need to construct your portfolio to address any special financial circumstances and fine tune it for tax efficiency.

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70% Conservative Income 30% Growth & Income

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Based on your answers, you have a modest risk appetite, but want growth with a secondary need for current income.

The 360Portfolio mix that may best fit your needs is:

75% Growth & Income

25% Growth

This Objectives Assessment guides us on which investments are most suitable for you as well as what level of safety to build in.

Next, we need to construct your portfolio to address any special financial circumstances and fine tune it for tax efficiency.

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75% Growth & Income 25% Growth

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Based on your answers, your investment objectives are growth of capital over the longer term with less market risk.

The 360Portfolio mix that may best fit your needs is:

65% Growth & Income

35% Growth

This Objectives Assessment guides us on which investments are most suitable for you as well as what level of safety to build in.

Next, we need to construct your portfolio to address any special financial circumstances and fine tune it for tax efficiency.

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65% Growth & Income 35% Growth

Choose Layout

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Based on your answers, your investment objectives are to earn above-average returns while striving to acculmulate greater wealth while managing market risk.

The 360Portfolio mix that may best fit your needs is:

60% Growth

25% Hedged Growth

15% Max Growth

This Objectives Assessment guides us on which investments are most suitable for you as well as what level of safety to build in.

Next, we need to construct your portfolio to address any special financial circumstances and fine tune it for tax efficiency.

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60% Growth 25% Hedged Growth 15% Max Growth

Choose Layout

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Based on your answers and your willingness to tolerate wide market swings, your investment objective is aggressive growth of capital focusing on timely market opportunities.

The 360Portfolio mix that may best fit your needs is:

60% Growth

40% Max Growth

This Objectives Assessment guides us on which investments are most suitable for you as well as what level of safety to build in.

Next, we need to construct your portfolio to address any special financial circumstances and fine tune it for tax efficiency.