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At BIAS our prime objective is to achieve two things for our clients:

  • Performance
  • Comfort

That's why, before we make any investment recommendations, we spend considerable time with our clients to assess their unique needs and objectives and build a set of realistic performance expectations.

1. What is your primary objective for the money that you are investing?
 
2. How long do you intend to manage your BIAS investment portfolio?
 
3. Over the next 5 years, what portion of your portfolio do you expect to withdraw?
 
4. Which one of the following ranges includes your current age?
 
60-69
70-79
5. Which one of the following ranges includes your current annual family income, including pensions, before taxes?
 
6. Realizing that there will be occasional downturns in the market, how long of a recovery period are you prepared to weather?
 
7. Assuming that you are investing for the long term, what is the maximum drop in your portfolio's value that you could tolerate in any given year?
 
8. When making an important investment decision, which seems more significant to you -- possible profit or loss?
 
9. What is the major goal for your portfolio?
 
10. How would you rate your investment knowledge?
 
 
 
 
 
please note risk profile analysis results will be sent to you on this email address
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